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ReportI need to filter the status reasons for lead disqualify depending on a value of a custom attribute. Is it possible? If yes, how?
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I need to filter the status reasons for lead disqualify depending on a value of a custom attribute. Is it possible? If yes, how?
Thank you for the link!
There is something, however, I still do not understand: how do I access the option set list shown during the "disqualify" process in order to filter the values?
I'll try to explain more clearly the problem: if the user disqualifies a Lead, the possible reasons must depend on the values of a custom attribute, i,e: value 1, the possible status reasons are A, B, C, value 2, DEF, value 3 A E G and so on
So: when the disqualify button is pressed I must... do what?
Hi there,
So you want to transform the status reason option set to be a dependent option set. In 2017 this was not possible. Please see:
community.dynamics.com/.../695779
I'm not aware if this has been changed in the meantime.
Kind regards,
Thijs van der Klei
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