You can configure the Opportunity field for a request type on this page. The field allows the user to link an opportunity to a request. It is presented as a text box with the Search icon next to it. If there is an opportunity linked to the request, the description of the opportunity is presented as a hyperlink to the opportunity card next to the icon.
For more information on opportunity cards, see Viewing Opportunity Cards.
The following describes only the settings specific to the Opportunity field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).
Automatic label: In a generated request form, the automatic label is "Opportunity".
Type or select an opportunity as the default opportunity that is linked to a newly-created request. A user can change the preselected opportunity unless you have disabled the editing of this field for a relevant status of the request in the Edit section.
Select this checkbox to make the Opportunity field dependent on the Account field of the request type. In a request of this type, the user can select only an opportunity linked to the account selected in the Account field. For more information on the Account field, see Customizing Request Type Fields - Account.
Note: The Account field should be included in the request type definition for this dependency to be effective.
Type a partial SQL statement, which is used as part of an SQL 'where' clause by the system, to list only opportunities matching this statement. Since the SELECT statement queries the opportunities table "Opportunities" (aliased as "o"), human resource table "humres" (aliased as "h"), the accounts table "cicmpy" (aliased as "c"), the divisions table "bedryf" (aliased as "b"), the sales cycle table "SalesCycleDefinitions" (aliased as "sc"), and the sources of opportunities table "OpportunitySources" (aliased as "s"), you can use any of the table aliases in your partial SQL statement for the 'where' clause where applicable.
For example, you want to list only opportunities where the opportunity owner's full name is "Lance Taylor", the opportunities are related to customer accounts, and status of the deals is undecided. The deals statuses you can use are U for undecided deals, W for won deals, and L for lost deals. In this case, type h.fullname='Lance Taylor' AND c.cmp_type='C' AND o.DealStatus='U'. The following is a truncated sample SQL selection statement to illustrate where the partial SQL statement you typed into this box is inserted in the 'where' clause:
SELECT ... FROM ... WHERE ... IN ... AND (h.fullname='Lance Taylor' AND c.cmp_type='C' AND o.DealStatus='U') ORDER BY ...
Click Show to preview the selection page and the effect of your SQL statement on the selection list.
Note: The preview list displayed when you click Show takes into account only your partial SQL statement regardless of other settings. The selection page may present a different list in an actual request during run-time when other settings, which may include settings in other request fields, are taken into account.