As we can see from the above image, “A Datum” is the account and Eva Elznicova, Tom O’ Neill and Vincent Lauriant are contacts associated to this account. So if we want to create a look up view of primary contacts on Accounts Edit form in Resco Mobile App below are the steps that have to be followed.
Following are the steps to create a filtered lookup (Here we have explained).
|Primary + 2 Secondary||Displays the view with 1 main field and 2 sub fields.|
|Primary + 3 Secondary||Displays the view with 1 main field and 3 sub fields.|
|2 Primary +2 Secondary||Displays the view with 2 main field and 2 sub fields.|
Here we have selected “Company name” mapping to the accountid.
Step 9: Synchronize the Mobile App to get the updated result using synchronize button as shown in the below image.
Click on any accounts view and go to edit option. As we can see in the following image. When we look into the form of “A Datum”, we can see the list of contacts i.e. (Eva, Tom and Vincent) that only belong to “A Datum”. Out these contacts anyone can be selected to set as “primary contact”
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