HI I'm stuck here and really need help.
I have a multi step form. When I get to this screen I have a subgrid where I can create a record.
When I add it takes me to this form which had a look up field.
Then in my look up field I get the below.
When I click on New, I look a prompt "are you adding a company or individual?" Then based on the selection it takes them to account or contact form. Does anyone know how to do this?