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OnlyRodd
Level: Powered On

Display contact list and populate the contact form

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 !

 

 

1 REPLY 1
nhayduk
Level: Powered On

Re: Display contact list and populate the contact form

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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