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How to add related list into Opportunity object
I would like to setup following Master and Child relationship between Opportunity/Account Plan/Account Tactics.
1. One Opportinity can have one Account Plan
2. One Account Plan Can have multiple Account Tactics.
3. When I select Account Plan lookup, the corresponding Account Tactics and %complete
should populate on Account Tactics object. User can select from the picklist the account Tactics value.
Account Tactics object has "Account Plan" field.
4. When I click on the AddLine/Add button, I can create multiple record for a Account Plan.
Can you please guide me , how to do that?
Opportunity (Master)
=============
Opportunity Name: Opportunity1 Account Plan : Account Plan 1 Address:Address1 Sales Owner:
Account Tactics (related List under Opportunity)
======================================
Account Tactics(Picklist field) %complete (%field)
---------------------------------------- ------------------------------
AddLine/Add button
Account Tactics1 40%
Account Tactics2 60%
There are some greate "How To?" guides for getting started creating custom objects and related lists in the Documentation section -> http://wiki.developerforce.com/page/Documentation under Administrator Tip Sheets