Scenario
There is a requirement to create a Custom Field that sources information from the Customer's Contact List from a Custom List/Record Field in a Custom Record.
Solution
1. Edit the Custom Record and Create a New Field for the Customer's Contact List
- Label: Enter Label (Example: Contact List)
- Type: Select List/Record
- List/Record: Select Contact
- Click Sourcing & Filtering
- Source List: Select Customer
- Source Filter By: Select Parent
- Store Value: Enter Checkmark
- Click Save
2. Create another field, in the Custom Record, to source the Email from the Contact record
- Label: Enter Label (Example: Contact Email)
- Type: Select Email Address
- Click Sourcing & Filtering
- Source List: Select Contact List
- Source From: Select E-mail
- Store Value: Enter Checkmark
- Click Save