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IFlyFish
OpportunityStage as lookup or picklist field
In our application we want to create a custom field that is either a lookup type of the SFDC OpportunityStage or a picklist type of the OpportunityStage: StageName. After spending some time searching for a solution, I haven't been able to find a way to do this. Any help would be greatly appreciated.
Hi there,
Sorry - bit confused as to what you want exactly?
Hi Carl,
OK, let me try this again. I am adding a custom field to the database and want to create a lookup relationship to an OpportunityStage record for the new field. When I select New from Custom Fields & Relationships and then select Lookup Relationship and Next the Related To selection list does not include OpportunityStage (which is a standard Salesforce table) as one of the selections.
If it isn't possible to create this relationship, is there some way to create a Picklist relationship with a field in the OpportunityStage table?
Thanks,
When you refer to your application I assume you are meaning an application you're building within sf.com, as distinct to an external app.
If this is so, then you may want to consider using a custom form. This would be generated by an s-control referenced by a custom button or an inline s-control that is executed on a page load. The s-control could generate a form that contains content(including picklists) that you have populated using a query to the OppStage table. This happens each time the form is generated. Thus, if Opp stage values are changed, then the very next time the s-control runs it will reflect those new values.