This control allows you to select which OPPORTUNITIES the record in the custom table is attached to. You can use this control to add fields from the opportunity table onto the data entry form such as status and/or open date. This control by default displays the opportunity name but can be set to any other field. You can add multiple controls to display multiple fields at the same time.
To add one of these controls open the form in the designer and follow these steps:
Click on the "Parent-Child icon on the top toolbar
From the TOOLBOX list on the left side select your desired entity
Drag the control onto the form
Use the PROPERTIES panel set your desired options
There are two buttons on the right side of the control. These button action are:
Hyperlink Button - Forces act! to display the attached opportunities on the opportunities details view behind the data entry form.
Lookup Button - Opens the Entity Picker to select the opportunity to attach to the current record.
In the properties panel these options are available:
ACT Field:The field to display in the control
ACT Table Display:The display order if there are multiple opportunities attached.
ACT Table Order:The order of the field being displayed if multiple opportunities are attached.
Open Picker Company Contact:ONLY USED IN CONTACT
Open Picker Empty: When the Lookup Button is clicked which opens the opportunity picker this options sets if the attached opportunity are pre-selected. When TRUE no groups are pre-selected.
Show Button:Is the Lookup Button visible ( For fields such as status and/or open date you may ant this option FALSE)
Show Contact and Company: ONLY USED IN CONTACT
Show Nav Button: Is the Hyperlink button visible ( For fields such as status and/or open date you may ant this option FALSE)
Tooltip: Display a tool tip when the mouse hovers over the control. This can be useful for training and verification of data entry requirements.
Email This Article
Previous Article
Next Article