Forum Discussion
ProjectsForce1
6 years agoQrew Trainee
I would suggest you make two tables. The first table would contain the contact information such as name and phone number. The second table would be the table you want to select the contact. You would create a relationship between the two tables. You can then select the contact and their data will pre populate.
You will need to ensure when you create the relationship you add the contact information fields you want displayed are selected as lookup fields.
Click Here for a short video I made to show you how I would do it.
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ProjectsForce
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You will need to ensure when you create the relationship you add the contact information fields you want displayed are selected as lookup fields.
Click Here for a short video I made to show you how I would do it.
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ProjectsForce
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BabiPanjikar
6 years agoQrew Assistant Captain
Adding to this, you can still store the contact while saving the form using dynamic form rules to update field value from a lookup contact field and show that field during view.
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Babi Panjikar
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Babi Panjikar
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