Page tree
Skip to end of metadata
Go to start of metadata

Link to Selected Fields from Another Table

Multiple fields from a source table may be linked to the current table in one operation. For example when a user submits a Case, you may want to automatically include the name, telephone number and email address. The data would be pulled automatically based on the user's login and could also be manually imported by selecting a different user in the Name field.


Let's assume that a Company table needs contracts information. It can be pulled from Contract table. This is how it looks when you setup fields for the Company table, at Setup > Tables > Edit > Fields tab:

When viewed in Power User interface, the pulled fields may be displayed like this, subject to Layout configuration:

CONTENTS