Can't change a mapping in a relationship

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Posted on by rmcanally65

Hi all:

I am probably missing something really basic, but am stumped on this: I need a lookup from Opportunity to map to Order. If I create the new field as a lookup, it will create a mapping from "opportunityid" to "order_custom_field" but I cannot delete this mapping, nor can I add a mapping of "opp_custom_field" to "order_custom_field" as that field is already mapped.

What am I missing here?

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Community Member on at

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Are you trying to put the lookup to Opportunity from Order? Doesn't the lookup require the opportunityid to link correctly?

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rmcanally65 on at

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Nathaniel:

I am going Opp to Order. What I need is to have a mapping from an (existing) lookup field in Opp to another (new) lookup field in Order. But when I create the new field in Order, the mapping is created as above, which means I can't map anything else to this new field.

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Paige Cassada on at

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Rob,

As you know the nature of creating a lookup means creating a field that when clicked on shows a list of records from which to choose. In your case it you created a custom lookup field and you are using that to lookup an opportunity. End result being you will see an opportunity link on your order in a custom field.

If you would like to create something that maps the value on an opportunity to an order when the order is created from the opportunity, say a text value, then you would add that type of mapping to the 1:N relationship between opportunity and order.

It is unclear why you want to create a lookup to an opportunity but then delete it because then they would no longer be linked. Maybe a scenario or user story might clarify for us.

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Community Member on at

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I believe the best thing you can do is, instead of creating a lookup field is, just create the relationship and then on the form create a subgrid, in the subgrid you specify the entity you want to show (orders, i believe) and select to show only related records.

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Aileen Gusni 44,524 on at

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Hi Rob what is the existing lookup field name from Opportunity entity? Is this a system field one?

Thanks

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rmcanally65 on at

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Thanks, Joao (and everyone else)!

I think the subgrid option is probably best for us at the moment.

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Aileen Gusni 44,524 on at

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Hi Rob

If possible using the oob subgrid.

Sorry dont really get what relationship you are referring to.

Or if not then another choice is using the html web resource.thanks

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