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Greetings,
I have an application that uses the lookup field for a Contact from the Contact entity, can I obtain the job title as well?
Here I have concatenated Contacts name with the Job Title
Here is the application form where I grab the Contact, thoughts on how to populate the Contacts Job Title as well?
Your suggestions are appreciated.
Hi fklatecki,
Based on your screenshot, Job tile is one text field in the contact entity?
Then you create a custom entity--Nametitle, why?Is this necessary?
In fact, you can add one text field named job title in the application form, then you can use workflow to get job title value from contact automatically after filling contact lookup field.
For example, i use contact lookup field in the case entity(In your scenario, is application entity).
(1)Create job title field in the case(application ).
(2)Create a workflow.
-set trigger
--Add step:condition and update record
--set properties
Save and Active it.
(3)Test
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