Good Morning, I'm trying to filter in a field. In the opportunity I have a field that opens an entity. In the entity, there is a search-type field that has a form called qualification. My idea is to show all the qualifications that belong to that opportunity since I am listing all the existing ones My question is How do I relate qualification with opportunity? Any answer would be very helpful. Thank you very much
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Hi,
From my understanding, is this what the entity relationships look like?
Opportunity and Qualification Form both have 1 to many relationship with Capacity.
But how is Opportunity and Qualification Form related?
On the capacity form -> open the properties of the 'Qualification Form' lookup field.
Under the 'Related records Filtering', you have to enable 'Only show records where'
and then show Qualifications Forms who have the Opportunity as the linked one.
http://www.powerobjects.com/2016/03/15/how-to-use-dependent-lookups-for-dynamics-crm-201320152016/
¿Is there an existing relationship between qualification and opportunity?
Yes, this in the relationship
principal entity: form qualification
relationship: opportunity
2.
Yes, I need to list the qualification forms that pertain to a
specific opportunity, because they are listing all existing qualification forms
3.
this would be the flow: income to the opportunity, there is a section called capacity,
in the capacity there is a search field that
calls another entity called the qualification form, what I have
to do is list the qualification forms belonging only to that opportunity
Is there an existing relationship between qualification and opportunity?
Can you please be more clear about the question?
What is this entity that is on the Opportunity??
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Mohamed Amine Mahmoudi
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dkrishna
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