On the entity account, I have a bunch of human contacts who are related to that specific entity. I have a field "claims manager" which is a drop-down field that pulls in the humans.
I want the selected claim manager (1 human/ entity) to go to a custom object field. This new field is also a human contact drop-down field.
Thank you in advance for the help.
1 réponse
Hi Ameya,
I'm not 100% sure I understood your question, but it sounds like you're trying to use another object to control the options that appear in the drop down for claims managers.
What you're going to have to do is change the drop down from a picklist to a lookup field, pointing to the object where your humans are kept (possibly contact or user). Although it will not be a drop down, lookup fields are the only ones that can link your record to another record and show the options from it.
If you must have it as a picklist, then you will need a custom VF page or lightning component, which means development.
