Display opportunities detail on parent object (Account)

Hi all,

On the Opportunity Section, i have a detail which show me the opportunity's concurrents.

How can i display all the opportunities concurrents on the Account page ?

Thanks,

Nicolas

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Dear Nicolas,

You can do that with the help of the business process.

First, you need to add Accounts lookup on the detail page, which will be used in process https://prnt.sc/pr6t0r It is not necessary to fill it when adding the record on the detail. Once the record is added https://prnt.sc/pr6ts7 I go to my associated account https://prnt.sc/pr6ts7 and see the associated opportunity record https://prnt.sc/pr6usc

Here are the business process settigs:

1. Signal https://prnt.sc/pr6uws

2. Read data element for reading the detail object https://prnt.sc/pr6v0b

3. Read data for reading the opportunity https://prnt.sc/pr6v35

4. Read data for reading the account https://prnt.sc/pr6v5z 

5. Modify data which will update the added Account field on the detail page https://prnt.sc/pr6v8v  https://prnt.sc/pr6ve7

Best regards,

Dean

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