Hello, Hope you are doing well
Dear community, I'm looking for a way to get the records of a subgrid of the account entity and add them in the subgrid of the opportunity entity when I fill an account lookup field in the opp
Explained better:
account 1:N partner type
Opportunity 1:N partner type -> Lookup field accountpartnerid
I think the best way is through a JScript but other options are welcome
Could you please give me any idea, or example.
Thanks in advance
Thanks Andrew, Nice Out of the Box feature.
Ivan,
I would recommend to create a Quick View Form of account and place the grid you shown on the 1-st screenshot to that form.
On the opportunity form use Quick View control for account lookup and use form you just created.
Thanks Bipin, I'm not familiar with Web Api code but I think I've been able to investigate and this is the best way. So I'm going to try something, If it's possible could you please give me an idea, or example.
Thanks a lot
Hi,
You can write JS on change of Account lookup on Opportunity form.
Web API Code will fetch all partner type records where Partner Type Account is eq Account on Opportunity form.
Now loop through each partner type record and create new partner type record and map opportunity lookup.
You can get the opportunity ID from JS easily.
If found helpful, Please mark my answer verified.
Hello Ivan,
I hope you are well and safe.
Suggest you to use filtered lookup concept:
Regards,
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André Arnaud de Cal...
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