Skip to main content

Hi! I have been pulling my hair all morning over this and though maybe someone out here know more about the issue I'm facing:

 

We have a requirement to have an opportunity created for contracts that are about to expire in 6 months. I have configured a flow that is auto creating an opportunity when the expiration date is 6 months from today, and on the contract itself the "renewal opportunity" shows perfectly fine in the related list. But on the opportunity, I can't seem to get the contract record to populate in the related list. I don't even know if it's possible with the type of relationship I'm working with, but I'm curious to know if I can get the related contract to populate on the opportunity record without creating a juction object. I noticed that account isn't populating on the contract object either. Thankful for all the help I could get!

Related list logic

 

Screenshot 2024-01-04 at 13.48.21.png

2 respuestas
  1. 5 ene 2024, 8:29

    Hey @Rebecca Martell

    As per the first screenshot, the contract have parent account and Opportunity defined so it will only reflect to the sofie opt6 opportunity and account object.

     

    To visible on the new opportunity, you can use the dynamic related list in the lightning page abd select parent as account and add contract on the opportunity.

     

    Hope this will help to show contract without creating junction.

     

    Thank you 

     

    Hey As per the first screenshot, the contract have parent account and Opportunity defined so it will only reflect to the sofie opt6 opportunity and account object.

0/9000