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How to Use Sourcing with Custom Customer field to return related Opportunity
Field sourcing can be complicated when working from different records than the ones mentioned in the SuiteAnswers so forgive me for the questions but I've searched extensively and tried over a hundred different configurations of the custom field.
What we would like is to have a custom Customer field that holds a related Opportunity that meets several criteria, the criteria should ensure only one opportunity would be returned.
I created a Custom Entity Field and it Applies to Customer.
It is a List/Record Type and the List/Record is Opportunity.
Regardless of whether I toggle [Store Value] both check and unchecked fail as described below.
1