How do I display the contact on an opportunity when using opportunity contact role object

  • 1
  • Question
  • Updated 2 years ago
  • Answered
  • (Edited)
We are using the opportunity contact role object to join Opportunities with contacts. We want to display the contact name, with the 'primary' designation, on the table that shows other opportunity information.  How do I pull contact name over to the opportunity view via the opportunity contact role using the skuid interface?   
Photo of Kent

Kent

  • 152 Points 100 badge 2x thumb

Posted 3 years ago

  • 1
Photo of Erik Wahlberg

Erik Wahlberg

  • 2,156 Points 2k badge 2x thumb
Just use opportunity contact role as a new model in your Skuid page. All the fields you need should be available & if you want more specificity, just drill down into the Opportunity or Contact by clicking the arrow directly right of the check box


Photo of Emily Davis

Emily Davis, Employee

  • 3,502 Points 3k badge 2x thumb
Thanks, Erik. :)
One more option is, if you're using a model on Opportunity, pull in the OpportunityContactRoles child relationship and access the primary Contact from here. This would allow you to edit the Opportunities in the table (though the Opp Contact Role info would be read-only).

Here's a tutorial on Child Relationships in Skuid: http://help.skuidify.com/m/models-conditions-filters/l/102520-include-child-relationships

Once you select the child relationship, you can access the Contact or drill into the Contact to get related fields. To return just the primary, you can add a condition to your OpportunityContactRoles relationship where isPrimary = true.
Photo of Tyler Fisher

Tyler Fisher

  • 358 Points 250 badge 2x thumb
Great stuff, very helpful