Hi Team,

I have created a custom module called 'Change Requests'. This is for when a client requests us to make a change to their environment, we need to document what is to be changed, if there are any costs associated, and have them sign it before we can make the change.

Creating the module and the form is easy, but making the form smart/efficient is not as easy. For example, if you use the Case you can have a lookup field to typeahead and select a contact out of the CRM. When you do this, the Account Name, Phone Number, and Email address fields auto populate and are links. 

1. How do I get my new fields to have the same behaviour?

2. Working on getting the form to go through Zoho Sign via a custom button. Not working yet, but will probably get that working.

3. Is there anyway to duplicate an existing form from one of the other modules (I would like the quote form for example) to use as a basis for my Change Request module?

Thanks in advance

Steve