Reusable Combobox Help

[Ryan_Impel (Ryan)]

I looked through the forums for this, but no luck. I’m trying to re-use the Industry Class combo-box located on the Customer Industry Classes card on my Opportunity/Quote layer. Ultimately, I’d like my quotes associated with an Industry Class that may or may not be different from the customer’s Industry Class (we often bid to the same general contractors that perform work across a wide-range of industries).

So far I’ve created a UD Combo-box, regenerated the UD columns and did the EpBinding. Here is what I have in the Reusable Combo section of application studio based on the Application Studio user guide.

I’m an Ops focused person, not IT and would appreciate any advice in easy to follow terms.
Thanks,
Ryan

[jkane (John Kane)]

Welcome @Ryan_Impel !!

Have you determined how you are storing this on the Quote? Is it a UD field that you added to the table?

[jwphillips (Jonathan Phillips)]

The Industry Class dropdown on the Customer screen looks like this:

Maybe you could start there and get it working, then modify to your needs

[Ryan_Impel (Ryan)]

This worked perfectly, thank you!