Method:Classic General Q&A

Re: Add Field to Sheet

josh@qri.com — Tue, 03 Dec 2013 15:37:59 GMT

Perfect this is just what I needed. Thank you so much. It is working like a charm.

Re: Add Field to Sheet

Method_Greg — Thu, 28 Nov 2013 20:18:36 GMT

Hello,
The Class table has no relationship to the Opportunity table. First, you are creating a drop down properly, but its not a relationship to the Opportunity table and won't save. Second, The Opportunity table has a couple screens associated with it. Namely CRM_NewOpportunity and CRM_EditOpportunity which displays when creating an opportunity and when selecting and editing an opportunity respectively.

the best thing to do is create a relationship from the Opportunities table to the Class table. Go to Customize -> Tables/Fields and select the Opportunity table. Add a New Field called Class with a Field Type of Dropdown. Click 'Add Field' and go through the wizard making sure you have selected the Class table in Step 2. Click Finished Editing Fields. Now there is a relationship to the Class table in the Add Fields tab that you can drag and drop onto your Opportunity screens.

You can check out the webinars for more information on customization or post your questions here to get help from the Community. We do offer customization services as well. Information can be found here.

Add Field to Sheet

josh@qri.com — Wed, 27 Nov 2013 17:49:50 GMT

When creating an estimate we have a field called "Class". I would like that same field when we create an opportunity. When I customize the New Opportunity screen I do not see Class as an option under Add Fields. I added a Drop-down under Add Objects and linked that object to the table Class but when I save the Opportunity that field does not save. How do I make that work?