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Hey Mahlon,
Thanks for those screenshots. I was able to replicate the issue - created a ticket for the development team.
I'll update our thread when I hear back.
-- Mortaza
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You'll need to add the field to the Edit Contact screen to be able to save that selection to the Contact record. That's why it's not showing up on the View Contact screen. The problem with adding it to just the New Contact screen the save button is not saving that selection to the Contact record.
If you Edit the Grid on Contact List ...
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Hey Kelly,
As this will have sensitive information, we'll take it off the Forums - I have created a Support case for you. As soon as a member from Support is available they will reach out and troubleshoot the error over a screen share.
I have noted down all the information you have given us here and updated the case notes with that ...
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I already had the dropdown working in the New Contact screen. Not worrying about Edit Contact at this point.
I have already added the CustomerCategory field to the View Contact screen. I dragged it from the Fields list in the right column of screen designer. It doesn't display the selection I made and saved in the New Contact screen.
Why ...
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Hey Blake,
I'm having a hard time trying to replicate the issue on my end.
Before changing or tweaking any actions, try this first:
> Create a copy of the screen and try sending out the email and see if the document is attached.
First and most basic layer of troubleshooting customized screens.
-- Mortaza
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Hey Mahlon,
Can you post a screenshot of the action set, having trouble trying to replicate this one.
-- Mortaza
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Hey,
Sorry about that, from what I read - you are following the correct flow. Here is what I did:
- Add new drop down field to the Contacts table (Colours).
- Add that field to Edit Contact screen
- I added the Field to my View Contact screen: (in your case you will make it Disabled).
Now go into a Contact and click on 'Edit ...
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How about an App in Method New??