List of connection roles to be concise and relevant

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Posted on by ilyasmo

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Hi, I see lot of connection roles in drop down box I don't need all of it. I only need just fewer. But I don't want to disable the one I don't need on Opportunity form as they're used in other places. I wonder how can I make connection roles to be concise and relevant?

Thanks all

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You can go to connection role and remove "Opportunity" from the list of applicable record types.

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ilyasmo 130 on at

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Hi Andrew, I have just done that but i still see it in the drop down box.

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a33ik 84,331 Most Valuable Professional on at

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Can you please show an example?

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ilyasmo 130 on at

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I have connection role 'Child' below. i unchecked record types 'Opportunity'

But when I go to Opportunities -> connection role -> new connection i see it in the drop down box

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Can you please go to "Customizations" -> "Solutions" and click "Publish all changes" button?

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ilyasmo 130 on at

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I just done that but I still see it in the drop down box

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ilyasmo 130 on at

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Even I changed Connection Role Category to 'Other' but it still shows in the drop down box

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