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    How use the tool "advanced find" to get Oportunities by Business Unit?

     

    BR

    C. Sousa

    Friday, April 18, 2008 4:47 PM

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    Hi.

     

    The feature is not available in v3.0 so you can't add related entity columns to the girds view.

    The only way to go about it is to add a new attribute to the opportunity e.g. new_businessunitname , create a callout on the pre create and assign messages and fill that attribute depending on the opportunity owner, then add the new_businessunitname to the grids view.

     

    Cheers,

    Adi

     

    Saturday, April 19, 2008 9:40 PM

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    Hi.

     

    If you’re using v4.0 then in the advanced find press on the edit columns button > add columns > under record type picklist select user > select business unit attribute.

     

    Cheers,

    Adi

     

    Friday, April 18, 2008 7:18 PM
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    hi,

     

    I´m using the v3.0. when i add columns in the advanved find and can´t view the attribut"business unit". I can´t add this attribute on the form too. Why?! I don´t know!

     

    Cheers,

    c sousa

    Saturday, April 19, 2008 12:26 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi.

     

    The feature is not available in v3.0 so you can't add related entity columns to the girds view.

    The only way to go about it is to add a new attribute to the opportunity e.g. new_businessunitname , create a callout on the pre create and assign messages and fill that attribute depending on the opportunity owner, then add the new_businessunitname to the grids view.

     

    Cheers,

    Adi

     

    Saturday, April 19, 2008 9:40 PM