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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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 Author  Thread: Opportunity Pipline all grey?
Long
Posts: 8
 
Opportunity Pipline all grey? Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 08 Aug 08 3:47 AM
I need help with the opportunity pipeline, it is all grey like the picture below.
http://img371.imageshack.us/my.php?image=pipepj9.jpg


i cannot select any data the opportunity stage, the only thing there is is the Unknown like so
http://img214.imageshack.us/img214/783/unknownlv4.png

any ideas?

thanks in advance


[Reply][Quote]
Mike Spragg
Posts: 1226
Top 10 forum poster: 1226 posts
 
Re: Opportunity Pipline all grey? Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 09 Aug 08 3:37 AM
This is because all your stage's are blank/unknown. You need to create sales processes in order to be able to set the stage. Or, at least you need to update the stage manually based upon the current status. That will fix the grey issue. If you don't want to use sales processes then you can remove the grey by doing this:

To override the stage color order you can change the following VB script plug-in "Sales Dashboard:Pipeline Support" and exit out of the SetColorAndOrder sub routine.

Sub SetColorAndOrder(objRS)
--> Exit Sub
Dim i
Dim stageNumber
If objRS.RecordCount > 0 then
objRS.MoveFirst
End If
For i = 0 to objRS.RecordCount-1
stageNumber = GetStageNumber(objRS.Fields("NAME").Value) 'DNL
objRS.Fields("Order").Value = stageNumber 'DNL
objRS.Fields("Color").Value = GetStageColor(stageNumber) 'DNL
objRS.MoveNext
Next

objRS.Sort = "Order Asc, Name Desc" 'DNL

End Sub
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