I want to merge all contacts from site and account

[mania]

Hi,

I have a two fields called Site and Account on Incident form. That site is reference to custom site(u_site) and Account is reference to (customer_account).

Under each table I have contacts tab so I need to merge those contacts from account and site and bring it to the contacts related list on incident form.

I need BR code for that so can anyone please help on this. It will be helpful.

Account(customer_account)

Site(u_site)

Thanks in Advance!

[Sohail Khilji]

Hi @mania ,

I see that you need to display 2 diffrent tables records in 1 realted list. I belive you need to create a data base view and a realtionship record to show site+accounts data in your contact realted list (You may need to create a new realtionship called contact or you would have or overwrite the OOTB one).

1. create a databased view merging 2 table of site and account get all the fields needed

2. Create a realtionship record for realted list.

I hope this helps...