So Ronald. How do we do this?
Usually I'd say: "go to the settings, customization, relationships, forms and views and then modify the associated view. Now there's only one small problem. There is no forms and views for the relationships entities. There are 2 entities for relationships: Customer Relationship and Opportunity Relationship. In this article I'm using only the Customer Relationship.
Well, if the link is not there, then why not create a link to that specific page? This is the solution to this problem. The link to any view modification page is:
http://localhost:5555/tools/vieweditor/viewManager.aspx?id={guid}. We only need the guid of the view which is used for the associated relationship view. We can find this id by following the next steps:
- find out the guid of any account (open an account and press CTRL+N)
- go to this url (replace the guid with your account guid):
http://localhost:5555/sfa/accts/areas.aspx?oId={60548D20-B7F5-DA11-AAE6-0003FF2689B7}&oType=1&security=4294500000&tabSet=areaRelationships
- view the source of the page
- search for "viewid"
The value of this attribute is the view guid which you should use in the url http://localhost:5555/tools/vieweditor/viewManager.aspx?id={guid}.
Ofcourse you'll need to modify the port number if you have used another port.
Now you can modify the view as desired, for instance add the fields "description 1" and "description
2" to the view. After saving the modifications, you will need to publish the entity "Customer Relationship".
And you're done!
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