Hello,
I have a use case where my core contact table contains the users that are parent, teacher and admin (consider a small training center). I want to create some forms which serves the following purposes:
1. a form to input attendance, so admin will select student (from different custom table) and teacher (from the contact table) and input the duration the class was conducted.
2. a form for student profile where the admin will create new student and assign parents to them (those will be created forehand) .
In both cases I need the contact lookup to be filtered on the 'web role', how i can achieve this?? How I can make a contact view where I can have name along with web role so I can use that list as lookup and do further filtering on the form level?