You need to sign in to do that
Don't have an account?
Lloyd Evans
Making A Related List a Lookup Field
Hello,
We would like to start track of two things:
1. Subcontractors we have currently used
2. What opportunities those sub-contractors have been apart of.
I've created a custom object for sub-contractors with a look-up reference to accounts (because sometimes we sub-contract for them as well). On any opportunity record there is a related list for subcontractors. I would like to know if there is a way to link that "subcontractor" related list to the "Subcontractor" object. This way, BDMs can quickly input that information into the opportunity and it will automatically updated in the subcontractor record/subcontractor object.
I've attached a photo
We would like to start track of two things:
1. Subcontractors we have currently used
2. What opportunities those sub-contractors have been apart of.
I've created a custom object for sub-contractors with a look-up reference to accounts (because sometimes we sub-contract for them as well). On any opportunity record there is a related list for subcontractors. I would like to know if there is a way to link that "subcontractor" related list to the "Subcontractor" object. This way, BDMs can quickly input that information into the opportunity and it will automatically updated in the subcontractor record/subcontractor object.
I've attached a photo
For Subcontractor object it is a lookup relationship to account object and opportunity as you mentioned. If you edit the record either in Opportunity object or Account object related list then the changes are applied to the record in the "Subcontractor" object.
Thanks,
Murali