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Adding a field into the Events screen from opportunity

Answered
Divya Thakur

Description of the issue: Client wants a field on the general Tab of event window which is to pick up from the Event forms (Opportunities) whether a Road Closure is required or not – Y/N
Business impact: Minimal, but would be helpful to have this information in a quick view so that we can see which events require traffic management and which don't at a glance.
Account name: Western Bay of Plenty District
Region: APAC
Client version: 25.32025101301 
Link to Zendesk ticket: Ticket: Adding a field into the Events screen – Momentus Support Center – Zendesk
Link to Debug site: https://supportwebap.ungerboeck.com/WesternBay_Prod_0643506912_USI_V30/app85.cshtml#/events/7666?data=6d38dd1504624049200a0310316f3bf0255a 
Environment : Production
 

Comments

6 comments

Date Votes
  • Divya Thakur

    Mike Schepker Let me know if you have any suggestion on how to achieve this

  • Mike Schepker

    It looks like they added a back office custom field. Back office custom fields can't be used in public applications.

    How are they collecting this information? What “form” are they using? I don't understand what they are actually trying to accomplish here. 

    Are they wanting a field on Event Opportunities to automatically populate a completely separate field on the event? 

  • Divya Thakur

    Mike Schepker Client wants to add the below road closure information as a field on the edit event general page to which the opportunity has been converted as an event.

     

     

  • Divya Thakur

    Mike Schepker Can you check my latest comment 

  • Mike Schepker

    Divya Thakur Sorry, I was out of the office on PTO. 

    I don't think this is possible. Event Opportunities and Events are two different things and they each can have different sets of UDFs. This would need to be an enhancement or a tech services project to sync data from one field to another. 

    This article explains what data is copied to the event when creating from an Event Opportunity. https://supportcenter.ungerboeck.com/hc/en-us/articles/216984787-Add-and-Manage-Event-Opportunities#h_01JQSQYPVDKYZWV8CPG0WNASEY 

  • Divya Thakur

    Mike Schepker No problem Mike thank you for your answers i think that explains exactly what client needs

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