Our client has accounts, and there is a ‘category’ picklist that one of the entries in this picklist is ‘sightseeing/receptive’ (Receptive Operator). The idea of this entry is that a company can do business on behalf of one or more other companies. The client would like to be able to associate one or more accounts so they can see at a glance what businesses these receptive operators do business for. This should not have any reporting needs or other advanced needs at this time. (I’ve done some research into junction objects and many-to-many relationships, but I think my solution should be simpler).
So they have ‘something’ in the meantime, I’ve added a ‘Receptive Relationships’ field on the accounts page layout that is just a text entry field so they can type in multiple company names. I’d like to be able to make it so they can click from these associations and jump to the particular account pages themselves, from this view.
One solution I'm imagining is, with the ‘Category’ (picklist) I’d like to make it so that if ‘sightseeing/receptive’ is chosen, then a field shows up underneath it with a picklist value , perhaps called ‘How many?’ with a pick list value of 1-10. Depending on which number they select, will provide that number of additional lookup fields in which they can select an existing company to associate. I’ve done a little reading on dependent picklists but wasn’t able to find a scenario that fits my needs.
Alternatively, if that is not possible, is there a way to make a multiple lookup field that shows the accounts in a single line in the field? Is this possible? Or anything similar that might come close?
I’ve come across some pages regarding dynamic field creation, which mentioned apex code and I’m on professional edition which I don’t think includes apex? Please correct me if I’m mistaken.
Thanks for any help in advance.