Hi everyone,
I have a challenge regarding the entity Connection in the Sales Hub.
On the Opportunity Main Form, there is a subgrid to add the Sales Team members.
In this subgrid, the view 'all sales team members' is used.
When I click on 'new connection', a quick-create form opens in which I can add a 'user' (lookup to user entity).
After clicking 'add', a record is created on the connection entity with the user (chosen in the quick create form), and the role 'sales professional' (filled out automatically).
Now, I would like to add a custom field to the form, called 'percentage', however there is only a main form available on the entity 'connection'. (the option to create a Quick Create Form is greyed out).
The main form is also not editable, however I can create a copy and add the field 'percentage' to it.
I also can create a new view that shows the additional column 'percentage' in the subgrid 'sales team' on the opportunity form.
However, when clicking on 'new connection', instead of the quick create form, the custom main form opens.
So, here are my questions:
Is there a way to use a custom quick create form (the default form with 1 extra field 'percentage' to fill out)
If not, how can I configure the name field so that it only looks for 'users' instead of 'look for records'?
How can the field 'role' be prefilled with the value 'sales professional'?
Thanks for your suggestions!
