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Showing Cases of Opportunities in Subpanel

Alexander Fechner

Hello there,

I have added the following field to "Cases":

Thereby, I can assign a Case to an Opportunity, e.g.:

If I now go to the respective Opportunity, I dont see the Case there because there is not Subpanel "Cases" for Opportunities.

How can I ensure, that Cases are linked properly with Opps and are visible in the Opportunity?

BR and many thanks in advanve

Alexander

Parents
  • +1

    Hi  ,

    You have created a relation-field in the module which does not really consitutate a relationship between the two modules, but more of a single sided reference. If you want to have a vice-verca "real" relationship, you would need to go to the relationship-section in Studio, in your case in Opportunitiies and create a new One to Many relationship to Cases (we have renamed our Cases-module to Tickets ;))

    Hope that helps Slight smile

    BR Julia

Reply
  • +1

    Hi  ,

    You have created a relation-field in the module which does not really consitutate a relationship between the two modules, but more of a single sided reference. If you want to have a vice-verca "real" relationship, you would need to go to the relationship-section in Studio, in your case in Opportunitiies and create a new One to Many relationship to Cases (we have renamed our Cases-module to Tickets ;))

    Hope that helps Slight smile

    BR Julia

Children
  • 0 in reply to Julia Weinhold

    Hi  ,

    thanks a lot.

    I have added the relationship, as you proposed. Howewer, if I link an Opp to a Case, the Case is still not shown in Opportunity Subpanel. I guess I am using the wrong field (the one I have created, as mentioned above) to add the relationship?!

    Do you have a tip for me here as well?

    BR

    Alexander

  • 0 in reply to Julia Weinhold

     Hi  

    if I want to be able to link a case to several opps, I change the Type to "Many to Many", correct? Are there any implications I should be aware of?

    BR

    Alexander