Opportunity - Business Rule on status change

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Posted on by Vivian Voss

2 User Group Leader

Hi!

We have the following scenario set up on Opportunity:

If a user clicks on Close as Won -> you need to fill in some mandatory fields and click on the Close as won button again for the Opportunity to be closed as Won.
We have created a Business Rule that states:
* If Opportunity status is equal to won, then set value to a field.

This seems to work, as the field does get the value, but the problem is, that the user needs to refresh the Opportunity before the value is set to the field. Why is that? Is there a way for the value to appear immediately? (or without having to refresh/re-open the Opportunity window).

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Community Member Microsoft Employee on at

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RE: Opportunity - Business Rule on status change

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ashlega 34,475 on at

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RE: Opportunity - Business Rule on status change

Hi Vivian

this does not seem to require a refresh in my case. Although, I can't, actually, make the business rule work like this - the business rule seem to kick in after those validations, so I can't, really, get past the validations this way.. (but, that said, if I do it with some other fields, I don't need to refresh the form again)