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Assign Unique ID to related table

2 posts, 1 answered
  1. Graham Lee
    Graham Lee avatar
    8 posts
    Registered:
    19 Dec 2021
    22 Aug 2023
    Link to this post
    Hi,
    I need to add a lookup field ID on the Contact entity to a related entity similar to how the Logged In User Contact Id works with a Static Value. So rather that use the Logged In User Contact Id in the static value I would like to use another Lookup Field Id on the Contact entity. Is this possible from the UI i.e. use a querystring or load and Id from the session? If so how can I go about it?
  2. Rawdon Edghill
    Rawdon Edghill avatar
    76 posts
    Registered:
    16 Dec 2020
    Answered
    22 Aug 2023
    Link to this post
    Hi Graham,

    Thank you for your question. 

    There is an option to filter the values based off of "Field Value".
    Alternatively, you can filter the values based on "Query String" and "Session Value".

    By achieving this you can Edit the Lookup => Filters tab => Filter Type (Based on the requirement). Give a name and use that Filter name in the fetch.

    I hope this information helps.

    Regards,
    Rawdon
2 posts, 1 answered