Create field and workflow of opportunityRole in a Case

[gmglaw1]

I am not sure what steps to take to create a field similar to opportunityRole in a Case so that when a Contact is selected in a case, the Contact's Case Role field dropdown appears. I would greatly appreciate it if someone can walk me through what fields need to be created in which entities, which relationships, and dynamic logic (if any). I tried exploring everything I could related to the opportunityRole field but just can't figure out how it works.

Thank you very much!

[yuri]

Hi,

This can be created only manually by coding. The most is defined in metadata entityDefs of opportunity and contact. You can replicate that for cases.

[gmglaw1]

Thanks for assistance.

In addition to making changes in entityDefs, we had to make changes in client/modules/crm/src/views/case/fields/contacts.js