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koharakohara 

Custom s-control for Opportunity and Opportunity Product

In short:
 
1. I want to be able to only show a partner the opportunities for their products in the Salesforce.com PRM app.
2. In order to be able to limit the opportunities, you need to create List Views in Opportunities and then only expose those List Views to that partner.
3. Opportunity List Views can not be filtered based on Opportunity Products related to the Opportunity.
4. To get around this, I created a custom field on Opportunity that will contain a comma-delimited list of products that are in the Opportunity Product line items related to the Opportunity.
5. I would like to replace the 'Save' button on adding products to opportunities so that it will add the newly added product name to the list field described above.
6. If 5 is too complicated, I would like a Custom S-control link that the user would click to replace the list field on Opportunity with a new list of all the then current Opportunity Product line items.
 
Any thoughts on how to do this best, or resources or starting points?

Thanks.

Message Edited by kohara on 06-02-2007 09:05 AM

mikefmikef
For now overriding the edit buttons is not supported, so option 5 won't work.

But option 6 having a custom link, or a custom button on the oppty would for fine.
I am not sure how to tell you to start when building the link to populate this field.
The main question is do you want to build this yourself or have one of our partners build it for you?

If you want to take a stab at building this what I would do:
1 go to http://wiki.apexdevnet.com/index.php/Getting_Started
2 download or upgrade Eclipse to 3.2.1.
3 Install the Apex plugin for Eclipse, http://wiki.apexdevnet.com/index.php/Members:Apex_Toolkit_for_Eclipse
4 check out the samples
5 give it a try!

The other option is to add the partner to the sales team on the oppty and expose the products related list in PRM. The hitch is you might have products you don't want the partner to see.