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

(0) Share

Report

Posted on by yvka123

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!!

All responses (4)

Answers (1)

yvka123 17 on at

Like (0)

Report

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

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

LuHao 40,878 on at

Like (1)

Report

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

Hi partner,

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

BTW, what the error is it?
yvka123 17 on at

Like (0)

Report

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

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?
Suggested answer

LuHao 40,878 on at

Like (0)

Report

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

Hi partner,

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