Announcements
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?
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.
Hi partner,
As far as I know, 'view' can only add fields, but not tables. This is not supported and is by design.
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.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,186 Super User 2024 Season 2
Martin Dráb 227,996 Super User 2024 Season 2
nmaenpaa 101,148