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Opportunity Probability Default Value
Posted: 14 Aug 08 3:55 PM
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| I am taking away the ability of the sales person to enter a probability %. I want to make the default 100% instead. This is just a value hiding somewhere right? Anyone know where I can change it from zero to 100? |
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Re: Opportunity Probability Default Value
Posted: 14 Aug 08 9:14 PM
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Open the form
Insert Opportunity
in Architect.
Add the following line to the AXFormOpen(Sender) Sub:
pklCloseProb.Text = "100"
You will also probably want to disable this control on this form and disable pklProbability on the Opportunity Detail form.
Phil |
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Re: Opportunity Probability Default Value
Posted: 14 Aug 08 9:20 PM
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OK, that was the hard way 
A better way is to go into
Tools / Manage / Opportunity Defaults
and change the default % there. You will still have to disable the controls if you want to prevent users changing the value.
Phil |
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Re: Opportunity Probability Default Value
Posted: 18 Aug 08 6:10 PM
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The opportunity defaults get read via the
Application.UserOptions.GetCategory("OpportunityDefaults")
mechanism - so you are right, these defaults are user-specific. Well spotted - so you are back to my first suggestion, which just bulldozes over anything which the user has got set up under Opportunity Defaults and sets Close Prob for all users.
Phil
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Re: Opportunity Probability Default Value
Posted: 20 Aug 08 11:06 AM
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FYI this does not work exactly because the picklist is not the value. I adjusted the line at about 370 that has this:
"objRS.Fields("CLOSEPROBABILITY").Value = CheckForNull(pklCloseProb.Text)"
and made it this:
objRS.Fields("CLOSEPROBABILITY").Value = 100"
And it seems to be what I need. Thanks for the direction! |
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Re: Opportunity Probability Default Value
Posted: 20 Aug 08 6:02 PM
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Hi Matthew
I assure you that my method works (remember it's in AXFormOpen). I just tried it to be sure.
When the opportunity is saved, the value of the close probability is set to whatever is in pklCloseProb.
You have made this change directly - which will work, but could be misleading to the user, because (for example) the value 50 could be displayed on the insert opportunity screen when they are completing it. They click on OK and 50 somehow magically becomes 100 during the save, if you see what I mean.
Phil |
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Re: Opportunity Probability Default Value
Posted: 21 Aug 08 7:54 AM
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| I think you are right, I put it in the wrong place. I actually have hidden the display of the probability weight so they should never see anything different. I will make comment about the changes in the form for future dev. Thanks again! |
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