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how to display Partner Data in Opp Search Result

nisha_vinod
Advisor
Advisor
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Dear experts,

I have a requirement where i need to display the data of the "Parties Involved" AB of the Overview page iin the Opportunity Search Result Page.

One of the approaches is to add the required partner fields as append structure in Opp Search Result & fill the values using relations in the getter method.

But I am looking for a "cleaner" approach if any.

Any suggestions are most welcome..

Regards

Nisha

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
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Hi Nisha,

Perhaps you could add a button on the search result view toolbar.Call this button "Show partner functions" or something.Select an opportunity from the result list,click on this button and show the standard partner functions component as a popup.

This way you avoid coding in the get/set methods.

But you would need to add messages etc,if the user makes no selections/multiple selections in the Search result and tries to view partner functions popup.

Regards,

Sarat

Former Member
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Hi Nisha,

I believe thats the approach you can take since if at all user has to navigate from search result view to see parties involved, then they can still do it by clicking on opportunity itself and getting in to detail/Ov screen.

Challenge that you would face is, every time a new partner function is created you need to add a new field to result view. I would suggest to talk to business and show very specific partner functions of result view( by adding new fields in result ) or convince them not to go for this enhancement at all.

Regards,

BJ

Former Member
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Well one more thing I can think of -

Add 2 custom fields in search result. First custom field would be a dropdown for partner functions available in opportunity. Once user selects a value on this dropdown you would fill corresponding data in other custom field which would be display only...

Regards,

BJ

kavindra_joshi
Active Contributor
0 Kudos

The cleaner approach in my view could be to provide a hyperlink and when the user presses the link option you can show the partner data in the key field.So for example some body wants to see the partners for a particular Sold to Party just do allow him/her a hyperlink access.For this the end user must be aware of the functionality.

Alternatively make this view a part of the Viewset which will contain the search & result view.When you select a particular opportunity row from the result row , you can show the partners involved in this opportunity.When no opportunity is selected you can leave the partner field blank.

Regards

Kavindra