Hello all,
I have created a selector Attribute id as below:
I am trying to add this attribute id under Opportunity Class screen, but when trying to add it doesnt show up. Am I selecting an incorrect schema object?
As this attribute ID would be used in Contact class, account class, customer class screen. And the data will be forwarded from opportunity to the above mentioned screens while we try to convert an opportunity to create contact etc.
+1The selector type attributes can be frustrating because you are limited on what screens you can add them. I think because there is no natural relation between the opportunity and employee tables is the reason you cannot add this.
You could use a combo type attribute and import in the employee AcctCDs through the Excel import tool. You would then be able to link to the employee table through this attribute. It’s not a great solution because it will require maintenance, but it is an alternate solution.
Hey
+11Hi
Selector Attributes is a User Defined Fields (UDF) type. Please see the Youtube link below for instructions on how to do it.
Best Regards,
NNT
+1Control Type SELECTOR is not visible on the Class attributes only other control Type.
But you can add Attribute with control type SELECTOR directly to Opportunity Entry if you want to Tag Employee Name if this is feasible to your process.
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