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Hi Experts, I was wondering why I cannot select "Competitors" as a column to an opportunity view? The Competitor is a related table on the opportunity record, however I cannot select it to add it to a view? Any suggestions?
Hello,
The main reason is that the OOB relationship between Opportunity and Competitor is Many-to-Many which means that you can define multiple Competitors for the same Opportunity.
Hi partner,
As far as I know, 'view' can only add fields, but not tables. This is not supported and is by design.
Debbie,
Add a sub-grid to the opportunity form. Set it up like this, select the view from the competitor that you want to use in the grid, also set related records only. It needs a grid because there can be more than one related record. An opportunity can have more than one competitor.
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