I have FormAssembly hooked up to a SIT environment and I'm trying to set it up so that when a Contact is searched and selected, that Contact's Account is populated as well - but Account Name isn't an option, only Account ID is available (in addition to other Contact fields like Title, Email, etc.). Any ideas on how to make the Account Name show?
1 个回答
Hey @Lindy Hewitt, not sure if the salesforce formula fields are visible on the search results in formassembly, but you can try creating a formula field on the Contact object in salesforce and get the Account Name.
Then refresh the schema in Formassembly to bring the newly created metadata in salesforce to be available in formassembly and then try searching for that new field
