How Can You Disable the Auto-populate When Inserting a New Opportunity in SalesLogix?

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;
}
else
{
opportunity.Description = opportunity.Account.AccountName + “-Services-” + (opportunity.Account.Opportunities.Count + 1);
result = true;
}
}

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!