Customizing the "Related To" dropdown

đź’¬ General Discussion
1

Hello All, I am Emmanuel Katto from Uganda and I’m trying to customize the “Related To” dropdown in the Opportunity page to include only certain types of records, such as Leads and Accounts. Currently, it’s showing all types of records, including Contacts, Orders, and Invoices.

I’ve tried modifying the “related_to” field in the Opportunity module’s custom view, but I’m not sure how to restrict the dropdown to only show specific record types. Can anyone provide some guidance on how to achieve this?

2

Hi Emmanuel,

it sounds like, you’re using a flex relate field?
May I ask for the use case or the requirement behind it?
Maybe it’s easier, to create two relationship fields:
One for leads, one for accounts?