Brady Ward
92 posts
Registered:
19 Aug 2021
23 Sep 2021
in reply to
Mike Cohen
Link to this post
Hi Mike,
Is Application a field on the contact entity or do contacts become a field on the Application entity (ie. Owner/Contact Owner)?
Also, there are a few potential options for solving your problem.
Option 1 (easiest) - Using a grid/list view to filter your data and return only one record after sorting by date (this would allow a user to then select the edit option on the record and begin editing the application).
Option 2 - Nesting 2 forms together and building the relationship between them. This would also require the above filtering for the FetchXML (https://www.crmportalconnector.com/developer-network/documentation/how-tos/mvc-based-widgets/how-to-configure-multiple-entities-on-form)
Looking forward to your reply,
Brady