How to do it

  1. Navigate to Settings | Solutions | Packt.
  2. Click on New | Entity.
  3. Enter Graduation Details in the Display Name field, and Graduations Details under the Plural Name field.
  1. Before saving the new entity, untick all the check boxes on the form:
  1. Click on the Save button.
  2. Navigate to Fields on the left-hand side and click on New.
  3. Create an attribute called Supervisor of type Lookup with a Target Record Type set to user and click on Save and Close.
  4. Create another attribute called Post Graduate Start Date of type Date and Time and click on Save and Close.
  5. Navigate to Forms and double-click the Quick View Form option.
  6. Add the two attributes on your form by dragging and dropping them from the right-hand Field Explorer, then click on Save and Close.
  7. Click on Save and Close on the entity as well to go back to your solution.
  8. Navigate to Entities | Contacts | N:1 relationships | New Many-to-1 Relationship.
  9. Enter Graduation Details in the primary contact field, Display Name: Graduation Details and click on Save and Close.
  10. Navigate to the contact's Forms and double-click the Main Information form.
  11. Add the newly created field to your form by dragging and dropping the Graduation attribute from the right-hand window on to the form.
  12. Click on the Insert tab at the top followed by Quick View Form:
  1. Enter the following details in the Quick View Control Properties window:
    • Name: Graduation_Details
    • Label: Graduation Details
    • Lookup Field: Graduation Details
    • Quick View Form: Information
  1. Click on OK:
  1. Click on Save and Close.
  2. Click on the Publish All Customizations button for your solution.
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