Additional Fields

You can use context object lookup values in the various form setting such as condition styles, option groups, related list actions using additional fields data. Using additional fields you can get lookup values up to 3rd level of dependency.

Below is example setup demonstrating adding of field and displaying it on the form. Form in the example is tied to Account object.

Open menu "Tools"(1) and select "Fields" option (2)

On "Fields" popup choose lookup field (3):

Choose one of the lookup fields (4) from the picklist containing Parent Account ID fields:

Choose field (5) from the next picklist containing User fields. Click "Add field" button (6):

Click 'Save' button (7).

This field (8) stores email of a user who was last modifying Parent Account record linked to the Account.

Add Static Text component to the form:

• Expand "Options" section (9)

• Drag "Static Text" element (10) to the form

Select new field from the Context menu:

• Expand "Contex" section (11)

• Choose new field (12) from the "Context Fields" picklist

• Copy merge field (13)

Update text value of "Static Text" field:

• Expand "Setting" section (14)

• Paste merge field (13) into the "Text" field (15) of "Static Text" component

• Set "Title" field (16)

Save (17) the form and run (18) Form preview:

Email (19) is displayed on the form preview: