Hi all,
Trying to work out a way that I can add related Contacts to the Cases form!
Scenario:
Case is created and Customer is populated with an Account (this could be causing me issues as new type of field).
Have an editable subgrid of Contacts that are related to the Customer(Account) that displays fields from Contact that I have created a view for.
Issues:
I can only select a Data Source for All Records as Only Related Records doesn't provide an option for Account or Contacts. I created new Lookup Fields for Account and Contact however didn't seem to help.
I know I can use a Quick View Form and insert it onto the Case Form but it's not editable.
I could use unsupported Javascript to filter to only Contacts of that Account which is acceptable however would prefer to only include Contacts that are affected by the Case and prefer to use a supported method.
Any pointers how I could get this to function similar to a Products subgrid where I can click on the + sign and add Contacts preferably filtered based on "Customer".