Posted: 20 Jun 2020 3:15 EDT Last activity: 24 Jun 2020 7:33 EDT
current contact information for a customer
A product return case must always show the current contact information for a customer. The case sources the contact information from the customer database to display in a header section on each step. Which is the best implementation for this use case?
how to achieve it?
***Edited by Moderator: Pallavi to update platform capability tags***
This can be achieved by creating a property , Ex: Contact Info of type Page which has a page definition of Customer Class , now this property should use "Refer to a Data Page" . Give the Data Page name, have parameters defined ,DataPage can use lookup of CustomerData using key like CUSTOMERID or whatever ID you used as Key for Customer Table.
You can have different properties defined at Contact Info Page which you can use in your Section , Ex:ContactInfo.EmailNo. Contact Info Page will be sourced with updated data each time the page property is referred.