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Customer experience | Sales, Customer Insights,...
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Pulling a Data Field from differ entity

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Posted on by 10

I need to add a new field to a form (but it's not new since it's already am existing field on another entity). I am wondering how I can pull the data information over from the other entity to display on the form I'm adding it to. Is this a possibility without developer assistance? 

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    XM-22040801-0 Profile Picture
    11 on at
    RE: Pulling a Data Field from differ entity

    Hello,

    If it is a related entity (with a lookup), you can use a Quick View Form to display the field in your form.

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