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NSC | Custom Contact Field in Customer Record Filtered by the Current Customer

There is a requirement to create a Custom Field in the Custom Record that contains the Contacts from the Customer Sublist. To do this, we need to utilize the Sourcing & Filtering feature of the Custom Field. Kindly follow the steps below:

  1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
  2. Enter Name of the Custom Field
  3. List/Record: Select Contact
  4. Filter: Select Company
  5. Compare Type: Select Equal
  6. Value: Select Current Record
  7. Click Add
  8. Click Save

By doing the steps above, the Custom Field will be filtered to only display the Contacts from the Customer record.

If you have any questions, feel free to reply on this thread.

@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.

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