1. Navigate to Customization > Lists, Records, & Fields > Record Types > New
2. Enter the name of custom record (Ex. Opportunity Contacts)
3. Set the Include Name Field = False
4. Click Save
5. On the custom record click New Field
a. Enter Label of the field (Ex: Opportunity)
b. Set the Type to List/Record
c. List/Record equal to Opportunity
d. Set the Store Value to True
e. Check the Record is Parent box.
f. In the Parent Subtab, select the tab where you want the custom record to show.
g. Click Save.
6. Click again New Field
a. Enter Label of the field (Ex: Contact List)
b. Set the Type to List/Record
c. List/Record equal to Contact
d. Set the Store Value to True
e. Under Sourcing & Filtering tab:
Source List = Opportunity
Source From = Customer
Source Filter By = Company
f. Click Save.
7. Click again New Field
a. Enter Label of the field (Ex: Contact Role)
b. Set the Type to List/Record
c. List/Record equal to Contact Role
d. Set the Store Value to True
e. Click Save.
8. Click again New Field
a. Enter Label of the field (Ex: Contact Name)
b. Set the Type to Free/Form Text
c. Set the Store Value to True
d. Under Sourcing & Filtering tab:
Source List = Contact List
Source From = Name/ID
e. Click Save.
9. Open an existing opportunity record.
10. Go to the tab were the custom record is displayed.
11. Click New Opportunity Contacts.
12. Select the name of the contact and role.
13. Click Save.
You can now create an opportunity saved search and use the custom record fields in the Results tab to display the Contact and Contact role set on the Opportunity record.
Note: This was filed as Enhancement # 162536.
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