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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.

    Thanks.


    Nick M

    Wednesday, May 4, 2016 7:42 PM

Answers

  • 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