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So you followed tip 1290 and you customized your opportunity close form. Great! But now that you did that, users don’t see all of the win/lose status reasons to select when closing the opportunity. What’s up with that?
First thing to remember is that the custom opportunity close is a quick create form for a different entity called Opportunity Close. If you make changes to the status reasons of opportunity, opportunity close doesn’t automatically know about them.
The way to inform opportunity close of your customized status reasons is to add them (including the same option set value) to the opportunitystatuscode field on opportunity close. If the values of status reason from opportunity are in the opportunity close opportunitystatuscode field, users closing an opportunity using the custom opportunity close field will see the correct options.
Cover image Pye Records / Public domain
Nice tip. Equally applicable to custom case resolution, needing to add the options to this field:
ResolutionTypeCode Resolution Type
Great, Helps a lot!!!
Great tip, thanks. Somehow, though, while adding the option set values, I overwrote “Unassigned Value” functionality. In other words, now default value “Unassigned Value” doesn’t work.
The added status reasons are only shown in Close as Lost, not in Close as Won. Within Close as Won the only status reason available is Won though in entity opportunity there are several status reasons for statecode won. Any idea what this could be caused by?
I have this issue but I do not understand how we can get the differnt choice sets for Won and Lost? I am trying to follow the instructions but something is not making sense. I do not see an option to select differnt choices for Won or lost like I would in the initial form. This merely list all of the options for either won or lost. So if a user chooses Won then they are presented with options like Canceled and No bid, which makes no sense. The only option that should be present is Won, like it was before we customized the closure form.
Nice tip, thank you. One more small tip is that the value of newly added status reason should be the same in both fields in entities Opportunity and Opportunity Close. It took me all day to find this.