Recreating a subgrid view as a dashboard view.

(0) Share

Report

Posted on by Community Member

I need to create a view for a dashboard that displays all the opportunities a user is associated with. Currently, the "My Opportunities" view only displays opportunities when the user is the "principal in charge".

2781.dashboard.PNG

We have a section in the opportunities form with a subgrid that allows users to assign other internal users roles for that opportunity.

5415.opp.PNG

Ex. Beth is the only one that will see "Stream: Redmond TOD Site BD" on her dashboard under "My Opportunities". When Mark or Arielle view the dashboard, I would like them to see the opportunity & role too.

I found that this view exists in the Employee entity subgrid.

How can recreate this same view in a dashboard so that when user is on an Opportunity "internal team", it displays in the dashboard under "My Opportunities"?

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

prt33k 6,907 on at

Like (0)

Report

RE: Recreating a subgrid view as a dashboard view.

Hi,

Yes in your case 'Opportunity Team' is a entity which is related to employee and users. You can create a new view with the advanced find view I shared before and replace 'OpportunityUser' with 'OpportunityTeam' and that should work perfectly fine.

Thanks,

Prateek

Was this reply helpful? Yes No
Portalguy 205 on at

Like (0)

Report

RE: Recreating a subgrid view as a dashboard view.

Thats correct as per your screenshot Opportunity Team is an entity.You need to add another column with view (Opportunity Team Active view )to your dashboard which will display all active opportunities with internal users roles .

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Recreating a subgrid view as a dashboard view.

Except for when I look in the Employee's entity, where the subgrid that displays the correct view I want to recreate, I see this:

Wouldn't that mean that Opportunity Team is the entity and not Opportunity?

Was this reply helpful? Yes No
Suggested answer

prt33k 6,907 on at

Like (0)

Report

RE: Recreating a subgrid view as a dashboard view.

Hi,

Its seems like internal team is a custom 'bridge entity' which has two lookup - users and opportunity.

If that is the case then you can simple create a query which link to the bridge entity and select owner = current user

The opportunity user should be replace by 'internal team' I believe.

Was this reply helpful? Yes No