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Generic Inquiry Appointment Screen

  • 31 January 2024
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I am trying to add quoteNbr to my Opportunities screen. I made it to where you can see the column for quoteNbr but nothing populates. What am I missing on my generic inquiry to pull that over???

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Best answer by YasasWithanage76 2 February 2024, 10:06

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The DAC for CROpportunity has the ‘QuoteNbr’ field listed as ‘Nonexistent in DB’ so I’m not sure If that’ll populate on a GI.

I did also see a “CRQuote” table, that has a field “OpportunityID”, so you may need to join those tables, and display the QuoteNbr from the CRQuote table.

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I was able to add the column I just can’t get the link with the quote number to populate...

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Did you join the tables? Share your GI

Userlevel 5
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Hello @CAMORRISON ,

Please try this relationship to join CROpportunity DAC and the CRQuote DAC.

 

 

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Amazing! That worked. Thank you!

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