Hi Can anyone help me how to move Account entitys lookupfield to Contact to Contact entity i.e i need to move the account lookup (Contact subgrid) to contact using plugins and that should call the plugins through javascript in Workflow action here is my screenshot which i marked in red that the field i need to get it in contact entity . can anyone help please
Hello,
Try using below .
1- Create 1:N Relation ship b/w contact and contact , in this way will able to create contact subgrid in contact .
2- in the contact entity ,we have field name Company name (lookup on account), you can write plugin on Contact ,from where fetch account detail through company name , then fetch related contact (subgrid of contact) ,and one by one create that contact for contact entity (that record will be created in new relation ship entity ,which will get create while creating relation b/w contact and contact).
i need it by using Plugins i need to achive this
Hello ,
If you just need to view the details , you can go with quickview form . below are the steps
1. Create quick view form in account with having contact subgrid
2. in contact entity add quickview form on account look ,which select account you will see related details
This is the Account Entity from this i need this looup field to create new contact and these values inside the lookup field must be come using the same grid format using plugins .
if i create an Contact inplugins the Account entity which has that lookup field it should also must create with the same value
Yes i want to Move pls can you Help me out As i new to CRm
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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