I am having trouble figuring out exactly how to complete the following;
I have a form "Add Lender" that has a subform "Lender Contacts Subform"
Fields in "Lender Contacts Subform"
Contact - Integration/look up to CRM Contacts
Role - Picklist
Email - Email
Phone - Phone
Mobile - Phone
The goal is to look up the contact in CRM and once selected, pull in applicable info already there, which would be email, phone, and mobile.
What I have is:
Workflow executed in form "Add Lender" while created or edited on user input in Lender Contacts - Contact
Script -
ContactID = input.Lender_Contacts.Contact;
ZohoContact = zoho.crm.getRecordById("Contacts",ContactID.toLong());
mp = Map();
mp.put("Phone_Number",ifnull(ZohoContact.get("Phone"),""));
mp.put("Mobile_Phone_Number",ifnull(ZohoContact.get("Mobile"),""));
mp.put("Email",ifnull(ZohoContact.get("Email"),""));
info mp;
Which the applicable information is generated but not exactly sure how to return it to the subform. I'm stuck. Thanks for your help in advance.
Also, on another note, is there a way to add a record/sync the information with the CRM contact if you add a contact in same subform? Not understanding why any other look up form in zoho gives you the ability to "add new" but not if you do a look up field in creator to CRM....