Skip to content

Building a Custom Menu to transfer from a line on Sales Quotation Lines to its associated Business Opportunity opens the Business Opportunity window correctly but shows it blank, since the Business Opportunity Number is stored in the underlying view (ORDER_QUOTATION) but isn't actually displayed as a field on the Sales Quotation Lines overview window.

Answer

Add a read-only custom field to the Sales Quotation Lines screen that pulls the Business Opportunity Number from the underlying view — since Window Transfer relies on an actual field being present on the source window to carry the key value across, surfacing that otherwise-hidden value as a custom field first gives the Window Transfer something concrete to reference. With that custom field in place, configuring the Window Transfer against it (rather than trying to transfer using a value that was never displayed on the window at all) correctly opens the Business Opportunity window populated with the right record instead of blank.

← Browse Developer Studio, deployment, and upgrades questions