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Hi,
How can I add fields from an opportunity form to a contact form?
I have created a new Contact form, but how do I select the fields from the opportunity form to add to the new contact form.
The only fields that I can select when editing the form relate to the contact.
Thanks as always.
Ted
Hi Ted,
We can't directly add other entity fields to the Contact entity form .
So we can only add a sub-grid or a quick view form of the Opportunity on the Contact form, then enable the editable properties of the sub-grid.
In the form editor, you could insert a sub-grid or quick view form.
After clicking the Sub-Grid button, select the Opportunity entity and select its view, we can click Edit or New to edit or create the opportunity view.
Click the Controls tab, then click Add Control, select the Editable Grid, and click Add.
Click on the Web option of Editable Grid and click OK.
Finally save and publish.
This way we can edit the fields of the Opportunity entity in the Contact form.
Hope this helps.
Best Regards,
Lu Hao
Hi Ted,
As a contact can have multiple opportunity linked to it, you can create a new view in the opportunity entity with the fields that you need and then add that view in the contact form.
I hope this helps. Please let me know if you have any questions/concerns.
Thanks
Jay
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