Display contact list and populate the contact form

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Posted on by Community Power Pla...

Hello Expert,

How can I display a list of contact after I select the account name and then choose a contact..

I select the Account Name and I wish to display the list of contact of the company then select one contact and populate with the appropriate information ( the Full name ,Email address , Business Phone ,Mobile Phone )

(I attached a screen shot )

Thank you !

Contact-Populate.PNG

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Nicholas Hayduk 174 Most Valuable Professional on at

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Re: Display contact list and populate the contact form

This can be achieved through the use of an Entity List (of accounts), an Entity Form (of account) with a Subgrid (of contacts), and then another Entity Form (of contact).

Create an Entity List of accounts - when clicking on the details for an account, take them to an Entity Form for the account. On the Entity Form, include a subgrid of Contact. Then configure the details button for each row in the subgrid to display an Entity Form for the Contact.

Nick