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:
- Save changes to your models.
- Query the ContactRole model to bring in the data from the contact record.
Hope this helps!