I have 2 types of Contacts- A & B. My contact form (Main) consists of a field called Contact Type with the options A & B. Depending on the options chosen, I have different fields displayed through the business rule of visibility. Now, in my case form, I have 2 fields called Name of A and Name of B of the type 'look-up'. My question is when you want to create a new record for say A, how can I configure my Contact Quick Create form to have only the fields relevant to A along with a field specifying that this contact is of type A.
Then, when I want to create a new record for B from my case form, it should display the Contact Quick create form with fields only relevant for B with the Contact Type field saying this is B. Not sure how to carry this out as I couldn't find any option for creating a business rule in a Quick Create form. Any suggestions would be helpful. Thanks in advance.
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