Create Linked Page

I am going to have a set of "opportunities" on a pipeline page that when approved become projects.  Both the opportunity detail and the project detail pages i expect to be based on custom templates within my space.

 

Is there a way to create the project page AND LINK THE TWO together?  I would like the project page to have the opportunity page as a related page automatically.  

I also would like certain fields to be copied from one to the other (ie i would like the sales person to be brought over from the opportunity to the project automatically).  Preferably that would just come over as a table on the project page that would just be automatically filled with the same data from the opportunity page...

 

Thanks!

1 answer

Hi Ben,

I think our Add-on Page Tree Creator could help you with your requirements. The linking of two pages is on our roadmap (we need it for an other customer aswell).

Check out our Live Examples (no registration needed).

Give it try: Marketplace Link Page Tree Creator.

Regards,
Stephan

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