As a salesrep, I need to track which opportunity got referred by which of my contacts for my referral program.
The field needs to show in Lead form view, as well in Opportunity form view.
The field needs to be set to connected user as default value (which is achieved at the model level).
An internal user must be able to change that value (already working in Leads).
I created a inherited view based on crm.lead.form with the following Arch (with a lower seq.) :
<data inherit_id="crm.lead.form">
<xpath expr="//field[@name='referred']" position="replace">
<field name="x_ref_by"/>
</xpath>
</data>
This part works just fine.
But I can't do it for the crm.lead.oppor.inherited.crm part.
I'm tried to create another inherited view which is a duplicate of crm.lead.oppor.inherited.crm (again with lower seq.) to which I added :
<xpath expr="//field[@name='referred']" position="replace">
<field name="x_ref_by"/>
</xpath>
But the original Referred By field is not replaced. That seems pretty straight forward but I can figure where I'm wrong.
Any help would be appreciated. Thanks in advance.