If this is your first visit, be sure to
check out the FAQ by clicking the
link above. You may have to register
before you can post: click the register link above to proceed. To start viewing messages,
select the forum that you want to visit from the selection below.
Linking attributes from Opportunity and "Create Quote"
"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
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.
Leave a comment: