Question: I would like to disable the auto-populating of the the account name and current phase functionality when inserting a new opportunity in SalesLogix so that I can change the description field from text to picklist and default in a value. How can I do this?
Answer: You can try adding a Post Execute Step to the CheckOppAccount business rule on the Opportunity entity to change the default Opportunity description in SalesLogix:
public static void CheckOppAccountStep( IOpportunity opportunity, ref bool result)
if (opportunity.Account == null)
result = false;
opportunity.Description = opportunity.Account.AccountName + “-Services-” + (opportunity.Account.Opportunities.Count + 1);
result = true;