How to autopopulate accounts in account field based on Requested for

mania
Tera Contributor

Hi,

 

I have two table one is customer_contact and another one is customer_account so i have created one contact the contact name is test and also added two accounts in the related list to that particular contact (test).

I have requested for is referenced to customer_contact table and Account is referenced to customer_account table.

If the contact is test as a loggedin user it should autopopulate the accounts to the account field for that particular test contact user.

Example: For test user have two account so those two accounts should be visible to account field based on requested for.

 

mania_0-1723467639769.png

mania_1-1723468046943.png

 

Thanks!

 

1 ACCEPTED SOLUTION

Najmuddin Mohd
Mega Sage

Refer the table : customer_account
Simple Reference qualifier: Contact isDynamic Me.


Marks as Helpful, if this helps you.
Regards,
Najmuddin.

View solution in original post

2 REPLIES 2

Najmuddin Mohd
Mega Sage

Refer the table : customer_account
Simple Reference qualifier: Contact isDynamic Me.


Marks as Helpful, if this helps you.
Regards,
Najmuddin.

@Najmuddin Mohd 

Thank you so much!

Its working.

Thanks!