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[C4C] Extension Scenarios for Standard Fields

tokgozatakan
Participant
0 Likes
1,700

Is it possible to apply extension scenarios for standard fields? For example, showing account information on relevant leads.

For example, we would like to filter leads, opportunities, etc. by account's role.

Accepted Solutions (1)

Accepted Solutions (1)

tokgozatakan
Participant

Hello Dedeepya,

Thank you for your answer, I couldn't find that specific PSM field you were talking about but I've discovered something else:

At the bottom of the field list there was a connection to other objects, I chose Customer, then selected "Role" from there.

Dedeepya
Product and Topic Expert
Product and Topic Expert
0 Likes

Yes that is correct Kemal.

Is the field filter/search working with this extension enhanced.

tokgozatakan
Participant
0 Likes

Works for both columns & advanced search

Answers (2)

Answers (2)

Dedeepya
Product and Topic Expert
Product and Topic Expert

Hi tokgozatakan

A standard field enabled for cross reference across BOs would have to be already PSM released by standard application, in your case if you are looking for Account Role Code please check under Adaptation mode on Opportunity/Lead you should be able to access attributes with Role Codes.

Also please note I already see a PartyRoleCode field in standard search query, this parameter reflects both internal and external parties where external parties would include Account.

Regards

Dedeepya

ishwarya_doss
Participant
0 Likes

Hi All,

I'm trying to add Customer Group code in Customer BO under Sales Arrangement to Advanced search of Opportunity OWL.

Is it possible to add a standard field Customer Group to Advanced search?? Customer Group code is PSM released and has public write access.Is there any way to do it? PL suggest