I am trying to review my options as to how I can get my "primary contact" property to auto-populate a value based off the selection for the "Plan" property. Thank you in advance for any assistance.
On my Policy metadata card below I have two properties called Plan and Primary Contact (PC).
"Plan" is an object type that will manage the primary contact property. So if my Plan OT says the Primary Contact is Ronda Haynes, that should auto-populate as the value when I select that plan on my Policy metadata card. If I change the primary contact to Bob Johnson on the Plan OT, then my Policy metadata card should update to Bob Johnson as well. I tried to do this via the the Managed Property compliance kit configuration, but it's not working how I described it. Any advice?
