I created a record type/page layout "Participant" on Account and then i created a lookup field with Opportunity in the goal to create a related list "Participant" on Opportunity.
But i need to have the possibility to join several participant for one opportunity.
Consequently, i'm trying to create a custom button "Add participant".
But i don't know how to do.
I'm ok with a "New Participant" but i don't want to create a new one...i just want to add a participant.
Any idea?
Thanks a lot
Virginie
1 Antwort
Hey Virginie,
You have to ask yourself if you want a one-to-many relationship or a many-to-many.
For one-to-many (one Opp, many Accounts), you need a lookup field on the Account object to an Opportunity. If you point multiple accounts to the same Opp, each Account will show up on the Participants related list on the Opportunity page.
If you want a many-to-many relationship, you'll need what's called a "junction" object:
http://help.salesforce.com/HTViewHelpDoc?id=relationships_manytomany.htm&language=en_US
Hope this helps!
David
