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Display entity (account) image in form

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Posted on by 41

Hi folks,

 

I have been looking for a method to display an image for the selected account on a form, and so far have not found a method to do so.

 

We have created several accounts, we would like to add different images to each account, which I believe we can do in Portal Management, and then we would like to display the image for the selected account (selection would be made by the user) on the form.

 

The below image is from our form and the arrow indicates the section of the form where we would like to display the entity (account) image. The user selects their respective account using an account lookup modal, we would like to display the related image after the account selection has been made.

 

KMP_Uniserve_0-1720380832094.png

 

I believe we would need to user Liquid and FetchXML to achieve this, any advice would be greatly appreciated.

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  • KM-14051302-0 Profile Picture
    KM-14051302-0 41 on at
    Re: Display entity (account) image in form

    Thanks for the tip, much appreciated 🙂.

     

    However, I believe this approach would allow users to upload / delete an image from within the form, whereas we are looking for a solution where a preset entity image would be automatically added to the form - after the user selects their account. 

     

    The desired outcome is for the user to have no means of manually uploading / deleting the image on the form, the image would be automatically added to the form upon an account selection. 

  • Ajlan Profile Picture
    Ajlan 90 on at
    Re: Display entity (account) image in form

    @KMP_Uniserve  If this post helps resolve your issue, please mark it as the Accepted Solution. ✔️

  • Ajlan Profile Picture
    Ajlan 90 on at
    Re: Display entity (account) image in form

    Hi @KMP_Uniserve 

    You can achieve this through Entity Image

    Step 1: Add Entity Image to Your Form

    Default.png

     

    Step 2: Select an image
    Selecte Image.png

    Step 3: Once you select the image it will look like above

    Selected.png

     

    Cheers

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