I have been told that Employee is a view of FRS_CompositeContract_Contact and that when I want a new "Employee" field it needs to also be added to FRS_CompositeContract_Contact BO. I have been unable to find a resource that explains the relationship between these items. Suggestions?
GOAL: Display customer and assistant information on Incident/ServiceRequest when filling in the customer field. Also use these fields in email communications, cc'ing the assistant.
- Add assistant name field to the employee record. These fields would reference another employee record.
STEPS TRIED SO FAR
I have added a field to the "Employee" called "AssistantLink". This would be a link field for Employee back to itself. (Relationship = EmployeeAssociatedAssistant)
I successfully added the field to the "Employee" form and could browse by name for an entry.
I am now struggling to add this field to the Service Request header form. I also want to display the Assistant's phone number. I do not see a way to access these fields to add to the form.
Does anyone have pointers how to accomplish this?
Many thanks! Mark.