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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 !
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
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