Being a non-developer, I need help to get the following please.
Basic CRM-type App: One "Customer" can have multiple "Contacts". In the Customer screen there is a button to add a new contact for that Customer. So the context variable that I need to pass onto the new Contact Form is the Customer Name. I seem to be doing something wrong in my reference as I cannot get the new form to default to the Customer Name from the previous screen.
Kindly advise if you are able to detect the error from the attached screenshots.
(hypethetical data used)
1: The formula used OnSelect for the button in question
2. The value of the record that I am trying to pass on to the next screen
3. The place where I am trying the value to end up which is not working.
Please offer alternative solution for the objective. The goal is merely to create a "sub-record", i.e. Attach a Contact Person to the Company Header record. That should be possible.
I got somehat further, but issue is not fully resolved. Using the below OnSelect formula it now populates the customer in the next screen. However it seems that this is not recognised within the app since I get the below error when I try to submit the formThe only way around it seems to create a duplicate field and manually choose from the dropdown exactly the same value. Perhaps its something to do with the ID not being updated when the default value is set.
There must be a better way. I would appreciate your assistance.