20
I would like to add columns to the opportunitycompetitors table, but it is not visible.
I want it to be possible to classify the competitors in each opportunity, through columns like "incumbent" and "preferred".
Is there a way to do this or something similar?
Hi blearnav,
Yes exactly, I tested it, and it's related to one opportunity.
In this case, I'll search another solution with a custom entity.
Regards,
Hi Mohamed Graib,
This way it is possible to add the other items of the opportunity table, but only to view and not edit them directly.
If you display directly in a section (opportunity details) all items from competitors will be shown, but not filtered on the current opportunity.
And the second point would be the items related to this competitor, which is not possible to edit in grid line.
thank you again very much for your efforts!
Hi @blearnav
The solution is :
Create a field in the competitor entity with the type :
- Lookup (Table Opportunity) as shown in the figure below :
Then, Edit your competitor view, The opportunity table will appear as shown in this figure :
Hope that's helpful for you !
Please mark answers as verified if that's resolve your problem !
Hi blearnav,
Yes, I see that you cannot add the fields of opportunity in the competitor view.
I 'll see if I can propose you another solution to differentiate between your competitors
Thank you !
thanks for the help!
The problem here is that the opportunity table is not being displayed, which makes it impossible to choose the columns that I had previously created in opportunities (Preferred, incubent, etc.)
Hi blearnav,
So I tested it and It wworks correctly. Please follow these steps :
1. Create a many to many relationships between opportunity and competitor
I recommend that you give a custom name of the relatioship (Display mode) that permit you to differentiate between your custom relationship and the pre-buid relationship.
Then, don't forget to select searchable = Yes and in the display option, select "Custom label"
In my case, my custom label is "Test".
2. Navigate to your opportunity FORM.
In my case I added a new Tab, then I added a sub grid in the Section as shown in this figure :
Then click on Switch to classic as shown in the figure below :
Now, in the classic FORM, you must configure your Subgrid, you will search your custom label of relationship as shown in this figure
Click on Save and publish.
I recommend that you delete your first subgrid and re create it as described in these steps.
Now, Just navigate to your apps :
And you 'll show your records !
Hope that's helpful for you.
Please mark answers as verified if that's reolve your problem !
Best regards,
Hello Mohamed Graib,
I would be glad if you could test this too, because I followed exactly the tutorial you sent me and this table is not shown in the list of related tables either.
Thank you!
I think that you can create a custom N:N relationship.
Just, you must give a different name to the custom relationship that permit you to differentiate the custom and th OOB relationship.
I didn't test the solution. I can try it and give you more details if you want !
Hi Mohamed Graib,
thanks again for your answer.
It is not possible to change the default settings of this N:N relationship.
And if I create another relationship between the same tables, wouldn't it be a bit messy?
Hi blearnav,
Yes it's normal because it's a many to many relationship,
You need just to follow this link
Hope that's helpful
#1
André Arnaud de Cal...
291,642
Super User 2024 Season 2
#2
Martin Dráb
230,371
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
