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Customer experience | Sales, Customer Insights,...
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Edit the Status field option list for Opportunities

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Posted on by 35

Hi there,

I would like to edit the option list for the Status Reason field (statuscode). The current choices are:

- In Progress

- Deferred

- On Hold

pastedimage1666692746697v1.png

The new options I want to create (except one that already exists - Deferred) are:

- Developing

- Deferred

- Advanced

- Foundation

- Lapsed

When I look at the field dependencies, there are 8 System Forms, 1 Process (Opportunity to Invoice (B2B)) and 1 Sdk Message Processing Step Image (PostImage).

Opportunity to Invoice (B2B) Process:

pastedimage1666693311143v2.png

I can't find the PostImage in Sdk Messaging Processing Step

pastedimage1666693389210v3.png

I'm not familiar with the Sdk Messaging Processing Step component, so I don't know the impact of creating and deleting options. 

If I decide to create a new Status field with a new option list, is it fine just to replace the old field in the forms and process, or there is something else I need to update?

If it's not clear enough, or if you need more info/details, please let me know.

 

Thanks for your help,

John B

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