Is it possible to create a relationship based on another relationship? For example, in Opportunities I need to add two Contact relationships to track both Commercial and Technical contacts for an Account, but I need to limit the ability to select the contact based on if the contact belongs to the specific Account the Opportunity is created under.
Hi Robert,
I don't think you need to create one more Contact Relationship. Already, by default, there is a many-to-many relationship between Opportunities and Contacts. When you open any Opportunity, you can see the Contact subpanel and the role associated with it. You can use this role field to differentiate what type of role they play for that Opportunity, and this role field will only be available in the Contact Subpanel of that Opportunity. This basically indicates that the same contact can play different roles in different Opportunities.
So by default, there are a few role types like Primary Decision Maker, Business Evaluator, and Technical Evaluator in this Role field. So you can use the existing relationship and use this role field. If you need you can add additional role options to this field through dropdown editor. You can use this relationship and you need to do the code customization for filtering the contacts based on the Account selected in the Opportunity when you are linking them to the Opportunity Subpanel.
I hope this information helps you 
Thanks and Regards,
PK,
Hi Robert,
I don't think you need to create one more Contact Relationship. Already, by default, there is a many-to-many relationship between Opportunities and Contacts. When you open any Opportunity, you can see the Contact subpanel and the role associated with it. You can use this role field to differentiate what type of role they play for that Opportunity, and this role field will only be available in the Contact Subpanel of that Opportunity. This basically indicates that the same contact can play different roles in different Opportunities.
So by default, there are a few role types like Primary Decision Maker, Business Evaluator, and Technical Evaluator in this Role field. So you can use the existing relationship and use this role field. If you need you can add additional role options to this field through dropdown editor. You can use this relationship and you need to do the code customization for filtering the contacts based on the Account selected in the Opportunity when you are linking them to the Opportunity Subpanel.
I hope this information helps you
Thanks and Regards,
PK,
