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I have added a field in Account called "Employee ID", it is an existing CRM Field.
I want this field to be visible while I am creating a Contract. How is this possible ?
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you can create a quick view form for the account entity and include this Employee ID field inside this new quick view form
after you add this quick view form inside the contract form
as soon you select an account the quick view form will be visible and you can see the Employee ID field
Hi,
You have an Account lookup on Contract form hence you can create a quick view form on an Account by adding this field and then you can add Quick view control on Contract as shown below:
Please mark this answer as verified, it has resolved your query.
Hi
This is great, but I need these fields to be editable while creating contract. Is it possible ?
If you use Quick View form to display fields from Account, it wont be editable.
You could consider the following option if you want go with on code solution
When the contract is created, trigger a workflow to copy the Employee ID to Contract record from Account. (You may have to set this workflow as On-Demand so that you can run this for existing contracts)
And create a workflow on Contract, that triggers on change of the Employee ID and updates the account.
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