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Field Service forum

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I have a lookup field in an Opportunity form which shows which roles are linked to the opportunity. There is a N;N relationship so more than one role can be selected. What I want to do is to add a new field to this role which shows how many roles are needed and also a start and end date. I am not sure how to do this.

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  • Community Member Profile Picture
    on at

    Hi Inksrm yes the third option I want to specify how many people for that specific role but because I have a sub grid which is a lookup field not sure how I can do this.

  • Inksrm Profile Picture
    721 on at

    Hi Amanda,

    Can you please clarify what you mean when you say "add a new field to this role which shows how many roles are needed"?

    Do you mean you want to show a count on the Opportunity form of how many roles have been linked to the Opportunity so that each time a role is added it increments by one?

    OR,

    Do you want to specify how many roles can be added and somehow limit this?

    OR, 

    On the Role do you want to specify a number that indicates how many people of that specific role are needed for the Opportunity?

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    7,755 on at

    As I understand, you want to add three fields on role entity:

    No. of roles

    Start date

    End date

    If you add number of roles field on role entity then it is hard to calculate it.

    You can do following:

    Add number of roles field on opportunity entity and increment it by 1 when ever you associate a role with opportunity. You can create a plugin to achieve this or can use calculated field.

    Add Start and end date fields on roll entity.

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