How to update a form with data from a crm look up field in another form in the same application so that it shows as a text value rather than the ID number?
Hi there,
I need to create update a form called "US Customers" with data from a form called "Customer Cancellation Form".
This works fine using the Data Access/Add Record /"insert into... procedure . The only problem is that one field I need called "Organisation name" is a look up field to zoho crm . This field in the new form displays the Organisation ID not the name of the organisation
insert into US_Customer
[
Organisation_Name=input.Organisation_Name
Contact=input.Contact
Email=input.Email
Phone_Number=input.Phone_Number
Address_1=input.Address_1
City=input.City
State_County=input.State_County
Zip_Postcode=input.Zip_Postcode
]
I have tried replacing line 1 with
Organisation_Name=zoho.crm.getRecordById("Accounts",input.Organisation_Name.toLong()).get(Organisation_Name)
but this just creates a blank entry for the Organisation Name in the US Customers form.
can someone help please?
Thanks
Susan