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Linking attributes from Opportunity and "Create Quote"

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  • Linking attributes from Opportunity and "Create Quote"

    Hello,

    we've created a new link parent field "billingContact" in Opportunity and want to link this field with the field "billingContact" in "Opportunity --> Create Quote" view.
    In theory, this should work because the names are equal, but it doesn't.

    How can we link them?

    Best, Daniel

  • #2
    "In theory, this should work because the names are equal"

    no such theory

    You can set this field with Formula (will be set, whan you clicked Save button)
    if you want to pre-fill this field on the create form, you need to override the view

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