Announcements
I have already created a lookup field (Opportunity) for case. And I want to show those cases that have the same opportunity in case form.
That is to say, when Case A is associated with Opportunity A, Case B and C and D are associated with Opportunity A.
I would like to see BCD records in Case A Form which the Related Cases section or Sub-Grid.
Is there any solution?
Quick View Form can be lethal in these types of Scenarios. You can easily show related records of Cases easily in Opportunity form.
Please Mark my Answer if this is helpful. :)
Yes you can see please follow below steps which will help you to implement your requirement.
1. As you already added a opportunity lookup on the case form.
2. You will have to create a quick view form on the opportunity entity and add a sub grid on it which will have the step 1 lookup relationship.
3. Add above quick view form on the case entity form. and it will show all the other cases which are associated with the currently opened case's opportunity.
Thank you,
Amit Katariya
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Syed Aqib Raza 25
Daniyal Khaleel 23 Most Valuable Professional
Ayesha Wajahat 16
