1)Customer info which has customer info and customerID(customerName + phoneNumber)
4) Site info is generated by linking 1+2+3 and it has unique siteId(Customerid+ customerSite)
5) In order form,
a) When I input customer name, customer number is inserted using look up and customer id is also generated.
b) I want a drop down(dynamic picklist) where related sites for each customerid are listed down when name is inserted : It is difficult to do with dynamic pick list.
c) When location is assigned , a site id is generated. From the site id I would also like to pull up the information from site info on equivalent consultant. This is very difficult for me. I wanted to without the gernation of siteID because it was already done in step 4.
c.1) I tried adding location in Site info rather using it from Customer site form (2) and tried using look up .However, Location is not unique and it has multiple instances for each customerID. So very difficult to pull up the consultant info
c.2) I tried collecting information without look-up . it is not possible.
c.3) In previous version, one can match with customerID and location to the siteinfo , however in the current version , everything should be routed to ID. I would like to know , how to do it with more than one conditions using && operation in the current version.
I want help on 5.b using configuring dynamic pick list and 5.c where the consultant info is picked by using siteID.