VIsibility of fields when setting up LRM

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What determines if a field is visible in the list while configuring LRM?  I have a customer who couldn't find some fields.  We determined that most of them were FORMULA fields, and that makes sense to me.  However, they also couldn't find OPPORTUNITY RECORD TYPE.  

Does anyone have background on what does or does not make a field visible in LRM config?
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Christopher Sanderson, Employee

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Posted 1 year ago

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Rajesh Gande, Official Rep

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Hi Christopher,

I have checked a different org and the field Opportunity -> Record Type is visible in 'Transaction Connector' section. Under the section 'Booking Type Field Mapping' we are primarily showing fields with data type as 'picklist'. Hence Opportunity -> Record Type may not be visible there.

Please let us know the location of the issue so that we can look into it.