Adding / Filter by Stage in BPF

(0) Share

Report

Posted on by Zylawy

Hello,

I have a very simple BPF with 4 stages.

7356.BPF.PNG

When going though the stages I would like to have this shop on the opportunity grid. However I cannot seem to find the correct filed to have it displayed:

Is there any easy way to have this display on the grid?

*This post is locked for comments

I have the same question (0)

All responses (12)

Answers (1)

Zylawy on at

Like (0)

Report

Sorry, show not shop.

Was this reply helpful? Yes No
Suggested answer

PekkaSahlsten 827 on at

Like (0)

Report

The active stage is not stored on the Opportunity record but on the related Process Stage record where the field is called Process Stage Name.

Was this reply helpful? Yes No
Zylawy on at

Like (0)

Report

Thanks for the reply however mine are not showing.

Was this reply helpful? Yes No
Zylawy on at

Like (0)

Report

Was this reply helpful? Yes No
PekkaSahlsten 827 on at

Like (0)

Report

That is strange - does work fine for me... That's exactly how I set it up as well.

Are you sure you have published all changes?

Was this reply helpful? Yes No
Zylawy on at

Like (0)

Report

I wouldn't see the Opportunity Sales Process in my opportunity if I didn't publish it. When I add the stage category and filter it it does show the data in the list. Did you have to create some sort of workflow?

Was this reply helpful? Yes No
PekkaSahlsten 827 on at

Like (0)

Report

No, I just simply added a new column to the Opportunity view from the related entity Process Stage. No other mods.

Was this reply helpful? Yes No
Zylawy on at

Like (0)

Report

Did you create new ones? or did you rename the OOB ones?

Was this reply helpful? Yes No
PekkaSahlsten 827 on at

Like (0)

Report

if you mean the stage names I didn't change anything. I'm dong this in CRM 365 v9 online.

Was this reply helpful? Yes No
Zylawy on at

Like (0)

Report

Same here, just got the licenses and started configuring this on Wednesday.

Was this reply helpful? Yes No