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Add Fields From Another Entity on Quick Create Form

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Posted on by Murilo Rodrigues

Hi,

I would like to add a field from entity Oportunities on the quick form that close the opportunity but is not possible that.

I have created a calculated field on the close oportunitie entity taking this amout from the opportunity table, but is not showing for me this field when I try to customize the close opportunity form.

As you can see, I created a field taking the amount from oportunity entity but is not possible to put on close oportunity quick form:

2313.pastedimage1579871349670v1.png

Only I can add as you can see on image below a simple field named "Valor da Oportunidade" works well but some calculated field is not possible to add on this form.

Someone know how to solve that?

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Paul_Owen 2,027 on at

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You can't add a Calculated field to a quick create form. Calc fields trigger on save, Quick Create creates a record.

Regards

Paul

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Murilo Sisnando 60 on at

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Thanks for you quick answer!

How about fields from other entitities? Is is possible to add on these forms?

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Paul@Cloud2020 30 on at

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No, only lookups to other entities. Although once you have a lookup you’ll have a relationship so could have a workflow to update an identical field possibly. You’d need to run it real time and update before the status changes I’d imagine.

Regards

Paul

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