How to Create Reference App Attributes in Opportunities App?

Updated on October 25, 2017 10:45PM by Admin

Master Layout allows you to link Opportunities app with other apps. Ref Apps are unique field types, they can be combined with Ref App Fields from the reference app.

You need to create a "Ref App" custom fields in opportunities app, and select the name of the app you'd like to relate, and also set the privilege to them.

Lets have a look at the following steps.

Steps to Setup "RefApp" in Opportunities App

  1. Log in and access Opportunities App from universal navigation menu bar.
  2. Navigate to "More" and select "Settings" from app header bar.
  3. Click on "Customize App" dropdown and select "Master Layout" located at left navigation panel.
  4. Drag and drop "Ref App" attribute in the sections.
  5. Click on that field and choose the reference app in the inspector tab.
  6. Click on "Save" to complete.

For instance

Now, you're going to link  "Teams" to a specific opportunity, create a "Ref App" field and select the reference app as "Teams". Inspector app allows to change the Attribute name.

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