Share
Report
1,545We create a lot of leads for our existing accounts. In the lead form, we would like to display recent opened cases in a subgrid.
Here is what we tried:
1. Created a 1:N relationship between the Lead and Case entities
2. Inserted a subgrid showing only related records in the Lead Form
This subgrid comes up empty.
Thinking about it, we might be looking at an N:N relationship since many leads can be associated with many cases.
The behaviour we want is : When we create a lead for an existing account, we want to display a list or cases related to that same account in the lead form.
Any advice?
Thank you!
*This post is locked for comments
All responses (
Answers (
