Add target list to contact creation form

[.Ted]

Howdy,

While creating a lead, contact or account, I'd like to immediately assign this new entity to one or more target lists. However, target list is not available in the layout manager.

Is there something I am not seeing ?

Thanks a ton in advance,

Ted

[rabii]

You need to customise the default behaviour, e.g for account you need to override the relationship, define relationship in your custom entityDefs/account fields section, code below:

"targetLists": {
"type": "linkMultiple",
"layoutDetailDisabled": false, // this is by default true so we modify it to false to make field available on detail view
"layoutListDisabled": true,
"layoutMassUpdateDisabled": true,
"importDisabled": true,
"exportDisabled": true,
"noLoad": false // this is by default true so we modify it to false to be able to have Link Multiple Field checked
},

Link Multiple Field will be then checked and you will have the field target lists available on layout manager to add to your detail view.

This is how it can be done.

Hope this helps.

[.Ted]

Magic!

Thanks a lot, that helped tremendously. Works like a charm.