Prepopulate Account Name in Custom New Contact Page

Questions
2

1. Add a “New Contact” Global Action to the Contacts table on your Account’s detail page. This should be a “Redirect” action whose URL takes you to the New Contact page, and passes in the Id of the current Account. Usually you can get this Id from your page’s URL parameters, but you could also get it from a model merge: URL (easiest way — use URL Parameter to get Account Id):

/{{Model.KeyPrefix}}/e?retURL=%2F{{$Param.id}}&accid={{$Param.id}}

URL (more complex — use global model merge to get Account Id):

/{{Model.KeyPrefix}}/e?retURL=%2F{{#$Model.AccountData.data}}{{Id}}{{/$Model.AccountData.data}}&accid={{#$Model.AccountData.data}}{{Id}}{{/$Model.AccountData.data}}

2. Create a custom Skuid page to use as the “NewContact” page This page should expect to be handed an “accid” URL parameter, and it should use this in an “Account” model. You should then have a “Contact” model which has a Model Merge condition to autopopulate the “AccountId” field using the Account model: (2a) Create an Account Model. -Fields: Id, Name -Conditions: Id = (param) accid (2b) Create a Contact Model -Fields: all the fields you want the user to edit when creating a new Contact -Conditions: AccountId = (Account)(Id) 3. Tada! The AccountId field will be prepopulated on your NewContact page, and it will display as the Account’s Name: