I have a custom object name Judgment_Role__c.
In the object, I have a lookup field name Contact__c , which is linked to the Contact object.
In the Contact object, I have a custom field name Social_Security_Number__c.
Request Below
Is there a way when a user selects the Contact__c field in the Judgment_Role__c, where values in the Social_Security_Number__c can be displayed in the pop dialog box?
I will be waiting for a response,
Forrest
2 answers
Hi Forrest,
1. the closes without using code is to include the Socail Security Number field in the lookup dialog search i.e. when users click on the magnifying glass on the contact field and search for a contact along with the contact name, you can also see this field
setup - customize - contacts - search layouts - Lookup Dialogs - clcik on edit - from Available fields select the Social Security Number , Save.
2. you can create a formula field on the Judgement Role but the field is displayed only after the record is saved
