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

RE: Add 'Description' (from the Lost Opportunity pop up window) to an Opportunity system view

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Posted on by 17

Hi I am trying to do the same thing with a custom field that I added to the Opportunity Close form. I would like to match the Information filled in when creating the Opportunity Close Activity into the field in the Opportunity that is closed.

I am stuck with my flow.. Can anyone give me support?? I think the problem already starts with identifying the right opportunity..? Thanks!!

pastedimage1619081814193v1.png

I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    It should be Opportunity(Value) instead of Opportunity(Type).

    pastedimage1619082832495v1.png

  • yvka123 Profile Picture
    17 on at

    I tried to use \opportunities(RegardingValue) which seems to identify the right Opportunity but it still doesn't work... The field "sra_order_projectnumber" is the field that I would like to fill in my Opportunity. 
    Anyone can help me here? 

    pastedimage1619082994902v2.png

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    You don't need to use \opportunities(RegardingValue), just select Opportunity(Value).

    BTW, what the error is it?

  • yvka123 Profile Picture
    17 on at

    It worked!! This was the issue! Thank you so much!!

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