Add a table to the "Connected To" List

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Posted on by NikitaNoelle88

I have a new custom entity called /Reasons/ I'd like to use to make connections. I have already enabled it to make connections. I have also set up Connection Roles for this entity, to and from the Opportunity entity. From a /Reason/ record, I can make connects to records from any of 18 tables (including opportunity). However, I cannot do the reverse -- make a connection from an Opportunity record. Hoping I just missed a step here!

I would like to:
1. From an Opportunity, be able to select this entity and create a connection to any of it's records
2. (nice to have) limit the entities that are available when making connections from the /Reason/ table

From Opportunities:

18 tables are available to connect to:

My custom entity /Reasons/ is not one of them:

However, I can make the connections from the reason side, as Opportunities is still one of the 18 tables available:

Once the connection is created this way, it does show on the opportunity:

I do not want users to have to navigate away from the opportunity to do this.

Thanks in advance!

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Haig Liu Microsoft Employee on at

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Hi,

I did a lot of testing and found only one scenario that reproduces your problem:

It occurs when there is not any record in the entity that needs to be connected.

No Goal record, only 15 types of records.

If I create a Goal record, it becomes 16 types and Goal is visible.

In summary: Connections will show all records for all connectable entities, as long as the entity has connections enabled and is added to this model-driven application.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
Please feel free to contact me if you have any further questions.
Regards,
Haig

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NikitaNoelle88 6 on at

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Thanks for the help Haig!

My custom entity did have records, but I created them using a subgrid from the opportunity instead of adding them directly to the entity. Once I added 1 directly, this table became available.

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