Add field in Opportunities

[Pierre]

Hello,

I would like to add a new field to Opportunities, whose purpose is to specify one or several partners.
Initially, I created an entity, a relationshios. but I’m having trouble properly adding the fields to the Opportunity layout. (The Entity is not in available fields on Détail (Only in Bottom Panels)

An important detail: I would like to be able to filter my Opportunities later based on the partner type.

What is the cleanest method to add this partner field to Opportunities?

Thank you.

Pierre

[heint]

Greetings, Pierre,

It seems like you are using a Many-to-One relationship between Person and Opportunity. For some scenarios, the system will restrict the possibility of adding some type of relationship to the detail layout. For convenience reasons it is supposed to work like that.

My recommendation here is to check the Link Multiple checkbox for that specific relationship. Please see the screenshot below.



Reload the page and try to add the respective field to the Opportunity detail layout again.

[Pierre]

Thanks a lot, that was it!