Once a Sub-Grid is configured to use “Flex Connections”, the Connection Search becomes available to enable the process of finding and adding connected items.
Click “Connect” to begin the searching and connecting process. This example is using a Contact sub grid added to the Opportunity page to keep track of Stakeholders in the Opportunity process.
Enter a search term into the search box and a result is provided. As well as all records matching the search term there is the option of selecting a Reason for the connection.
Note: the minimum number of characters that should be input is 3. If there are less than three characters, then the search will not begin.
Once the items to be added are selected the record can now be connected.
Once the connection is made the box is presented again in the case of more connections being required.
Along the way a New Contact can be created if the search shows no results because the Contact isnt in the system. By clicking the “Create New Connected Contact” button the user will be presented with the Search Wizard to find the Account parent.
Once the Account is located and the new Contact added the screen to search for Contacts to be connected is once again shown. The user can then search for the new contact added and connect it.