Often you will want to display information about a record from one entity on the form of another entity. For example, displaying a product description on the opportunity product form or an account address on the quote form. This blog post and parts 2 and 3 will provide instructions on three different ways to accomplish this task. This post focuses on the use of the Quick View Form. Here is the scenario:
The sales representative is preparing a quote for the customer and they want to see the mailing address that they have on file. The out-of-the-box quote form allows the sales rep to manually type in an address but why do this when you can automatically get the address directly from the account record?
1. Open the Quote form editor and go to the Insert tab. Choose Quick View Form.
2. Specify a Name and Label.
3. In my scenario, the Lookup Field will be “Potential Customer” and the Related Entity will be “Accounts”.
4. Next, I’m going to create a new Quick View form with just the address on it. You may have to review your Account entity to determine which address fields are being populated. In my case, we’re going to use the field “Address 1” but you may have to use a combination of fields to get the information you want.
5. Remember to Save and Publish your new Quick View Form.
6. Back on the Quick View Control Properties screen, make sure the new form you created is selected.
7. Click OK. Save and Publish the Quote form.
8. Now when I create a new quote and populate the Potential Customer field, their address will show up immediately. Voila!