Copy Quote ID field of an Acount to a customized Entity referencing the Customer Account RRS feed

  • Question

  • In the Customized Entity, I already have a field called 'Customer' that does a Customer lookup.

    I want it to populate a field called 'Quote' in the Customized Entity based on the selected customer
    filtering only the quotes that belong to that customer newest to oldest.

    Any help is greatly appreciated.


    Nick M

    Wednesday, May 4, 2016 7:42 PM


  • Figured it out doing the following:

     - created a new 1 to many relationship field in the entity mapped to the Quote Entity
     - Created a new a new lookup field
     - Added the field to the form and filtered it to the Account and this works.

    Nick M

    • Marked as answer by NickMangioros Thursday, May 5, 2016 2:07 PM
    Thursday, May 5, 2016 2:07 PM