06-12-2014 10:51 AM
Is it possible to make a combined list of Opps and Tickets? We're having a debate about how to make a summary of things with an account and although I think there are good reasons for Opps and Tickets to be separate, not all are happy with that. One solution is to scrap using Tickets and make them Opps so they all appear in the same summary. I think there has got to be a better way for multiple reasons. One thought I had to mitigate this is having a tab which combines the two lists. It might look something like this:
Date Opened - Type - Description - Status - Date Closed
6/12/14 - Opportunity - Abbott- Phase 8 - Opened
6/1/14 - Ticket - Problem with ABC - In progress
5/10/13 - Opportunity - Abbott- Phase 7 - Closed-Won - 7/12/13
3/1/13 - Ticket - Problem with XYZ - Closed - 3/5/13
Is that something that can be done? If yes, is it crazy complicated? Has anyone else done something like this before?
Solved! Go to Solution.
06-12-2014 12:01 PM
06-26-2014 08:49 AM
Yes you can. You would need to create a database view that Unions the two tables together with the fields you want from each.
Then you enable the view in DB Manager in Admin. Then create an entity for the view in App Architect and join it with Account.
After that you can create a tab for it on the Account detail.