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Thread: How to change the "Closed - Lost" text for Opp status?

Doug Evenhouse
Posts: 66

How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 20 Mar 09 1:39 AM

Hi folks,

To change the text for the Opp Status from "Closed - Lost" to something else as per a customer requirement, I modified the text in supportfiles\app_globalresources\Opportunity.resx to the text I wanted. However, after rebuilding and redeploying, the change had no affect.

According to Reflector, the business rule StatusChangeLost on the Opportunity entity runs this code:

result = opportunity.Status.Equals(Resources.ClosedLost);

Where is this "ClosedLost" resource stored? How can we change its value?

Kinda stuck on this one. Thanks for any help!

[Reply][Quote]

RJ Eaton
Posts: 234

Re: How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 20 Mar 09 6:21 AM

There are a few places this is set by code.. I suggest running the prfiler and seeing where else it is setting the value

[Reply][Quote]

Doug Evenhouse
Posts: 66

Re: How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 22 Mar 09 5:25 PM

Quote:

Originally posted by RJ Eaton

There are a few places this is set by code.. I suggest running the prfiler and seeing where else it is setting the value

Thanks for the suggestion. I'm a little confused, though.

If I understand it correctly, the profiler shows database activity - am I correct? What I'm needing to know is where the resource that contains/specifies the "Closed - Lost" text is defined. I can't find it anywhere. I need to change this text to "Closed - recycled" but the logic of the business rules for closed opportunities depends on the value of this resource. If I just change the value in the picklist the closed opp logic never fires.

Anyone know where I can find it? I thought I found it in supportfiles\app_globalresources\Opportunity.resx but changing the value there had no effect.

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 23 Mar 09 12:31 AM

Maybe this post will help: http://customerfx.com/pages/integrationblog/2009/02/11/Forcing-saleslogix-web-resource-files-to-refresh.aspx

[Reply][Quote]

Doug Evenhouse
Posts: 66

Re: How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 23 Mar 09 5:39 PM

Thanks Ryan. I had already found that post via google and tried the process described there before posting here. However, I will try again for good measure. By the way, those blog postings on the customerfx.com site are terrific and much appreciated.

Would you agree that the Opportunity.resx file in supportfiles\app_globalresources is the file to change this value? It's confusing (to me, at least) because the bus rule seems to use a different name to refer to the resource than is used in the resource file for "Closed - Lost".

[Reply][Quote]

Kris Halsrud
Posts: 88

Re: How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 24 Mar 09 9:16 AM

Doug what version of SLX are you using? In 7.5 there are a couple of business rules on the Opportunity entity that determine the values that trigger the close out process for an Opportunity. These rules, StatusChangeLost and StatusChangeWon determine if the close screens should launch based upon a set of business rule validations on the onchange event of the opportunity status picklist. Unfortunantly these business rules are not exposed, meaning you would need to create your own and rewire the business validation event on the on change to use your own. The other thing to be aware of is that there are other areas that rely on specific statuses, namely the account opportunites tab where the opportunities are aggregated based on the system statuses for opportunities. These again are based on custom properties on the account entity.

[Reply][Quote]

Doug Evenhouse
Posts: 66

Re: How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 25 Mar 09 10:53 AM

We're using 7.5.1. Thanks for the advice - I had forgotten about the account opportunity tab and its summary info based on status.

The business rules you mentioned depend on a resource somewhere that defines the text for a closed - lost opportunity. I was hoping I could find that resource and update the text there, but apparently that resource file is not available to be overridden.

Instead, I have overridden the Opportunity StatusChangeLost business rule with the following code (the new item in the status picklist that I'm testing for is "Closed - Recycled"):

result = (opportunity.Status.ToUpper().IndexOf("RECYCLED") >= 0);

But so far haven't gotten this to work. I think I'm close. If anyone notices anything wrong or wrong-headed with this code or approach please let me know.

[Reply][Quote]

John Gundrum
Posts: 632

Re: How to change the "Closed - Lost" text for Opp status? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 25 Mar 09 4:14 PM

Actually, I'll take this a little further and add that I would not recommend adding to or changing the existing opportunity status pick list. We had done that and found out the hard way that there is a lot of code through out opportunities and the Sales Dashboard that rely heavily on the exact out-of-the-box opportunity pick list. For example, if the opp status is anything other than any of the OOTB picklist it will not show up in the Sales Dashboard. In fact you start to get some really funky results that make no sense at all.

John G.

[Reply][Quote]

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