pre-populating the same contct fields, when i selecting the contact object through lookup

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  • Updated 3 years ago
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when i select the existing contact from lookup, i want to display those contact details in same page.i have added some screen shots.please check

contact lookup filed for selecting the contact


when i select the existing contact from the above firld

once contact is selected, i need to autu populate the contact fields what ever i am selected display in same page.

can any one help me. thanks in advance
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raj

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Posted 3 years ago

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Matt Sones, Champion

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Sounds like you need to set the value of a condition on your Contact model to the contact selected in your lookup, and then query your Contact model.

You could do that with a model action on your lookup model (i.e. when a row is updated... the specific lookup field), or with a pagetitle button next to your field that the user could click after they select the contact.
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Karen Waldschmitt, Official Rep

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Hi Raj~

To expand on one of Matt's suggestions. 

Is this what you are trying to do? Here, I am on an opportunity detail page and wanting to add contact roles via a table. You will notice that the table includes several fields from the contact object (email, home/mobile/other phone, age). 

I can use the magnifying glass to search for the right contact. 



When I select the contact I want, you'll see that the info from their contact record got populated.  


If this is what you are trying to do, here is how I did it. 

On the ContactRole model, add a model action that triggers when a row in the model is updated & specify the field(s) that you care about having been updated. 


The actions you will want are these: 
1. Save changes to your models.

2. Query the ContactRole model to bring in the data from the contact record. 


Hope this helps! 
Karen