To do this, create a custom field that is a List/Record of Opportunity and set the Record is Parent box checked within the Custom Record Type. Then, use this Custom Record Type as List/Record on the Custom Transaction Body field and then add a Compare to Field= Opportunity as a filter.
For example:
I. Create a custom record type.
1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
2. Give it a name (e.g. CR_Sample).
3. Click Save.
4. On the Fields tab, click New Field button.
5. On Label field, give it a name (e.g. CR_Opportunity).
6. Type= List/Record.
7. List/Record= Opportunity.
8. Store Value= T.
9. Record is Parent= T.
10. Click Save.
II. Create a custom transaction body field with Type=List/Record of CR_Sample and then add a Compare to Field= Opportunity.
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Give it a name (e.g. Custom field_CR_Sample)
3. Type= List/Record.
4. List/Record= CR_Sample.
5. Store Value= T.
6. On Applies To tab, set Sale= T.
7. On Sourcing & Filtering tab, fill out the Filter Using section using the options below.
• Filter Using= CR_Opportunity.
• Compare Type= equal.
• Compare to Field= Opportunity.
8. Click Add.
9. Click Save.
Note:
- The only time that the Compare to Field will be giving out options such as "Opportunity" if we use Type= List/Record for custom field= CR_Opportunity created within Custom Record Type= CR_Sample. If a user is going to use Type= Multiple Select for this custom field= CR_Opportunity, the Compare to Field drop down menu is blank.
III. Create an opportunity record and a custom record entry.
1. Navigate to Transactions > Sales > Create Opportunities.
2. Fill out the Opportunity form > Click Save.
3. On the Custom tab from the Opportunity record > On the Columns tab, click on New CR_Sample button > Fill out the form to create a new custom record entry for that Opportunity record.
4. On the Sales tab from that Opportunity record, click on the New Sales Order button from the Closed Transactions subtab.
Actual:
- When a user looked at the Custom Transaction Body field named "Custom field_CR_Sample" on the Sales Order form, it only gives them the custom record entry created for that Opportunity record.
No comments:
Post a Comment