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Using fields populated from different forms
I'm looking to use a custom entity field on a Project form that's populated in the Customer form. The general idea is this:
Customer purchases X product, which is a Multiple Select field type.
I then create a Project for this customer, and would like to see the Product listed in the Primary Information, much like the Customer name is listed.
I've tried creating a secondary custom entity field whose default value is the product, but it is null, so obviously not pulling from the Customer record.
Is there any way to do this?
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