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Customer experience | Sales, Customer Insights,...
Answered

Use the Assign opportunity dialog box also at views based on the business process flow

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Posted on by 20

Hi there,

At opportunities you have the ability to assign the opportunity to someone via this dialog box, see below. This is also possible at the views based on opportunities.

We would like to use this dialog box on views based on the business process flow. So if you select a record at a view which is based on the bussiness process flow, you get this dialog box to assign the opportunity to someone.

Does anybody know how to find this code or form?

pastedimage1663080952395v1.png

Thanks in advance,

Liza

  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Liza,

    Unfortunately, you won't be able to reuse this code. If you want to have something similar you will have to develop your own dialog using Html/JS webresources or Custom Page. You can check the following posts for reference:

    butenko.pro/.../

    butenko.pro/.../

    dianabirkelbach.wordpress.com/.../

  • lvdk Profile Picture
    20 on at

    Hi Andrew,

    Thanks for the response!

    I'm going to make my own dialog using your posts. To be continued :-)

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"

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