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Reporton clicking the oppurtunity won\lost the list of options has to be acheived:
option1
option2
child option1
child option2
child option3
Option 3
child option4
child option5
TIA
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on clicking the oppurtunity won\lost the list of options has to be acheived:
option1
option2
child option1
child option2
child option3
Option 3
child option4
child option5
TIA
Hi TIA,
I think following solution might work for you:
1. Enable customization of the Opportunity Close form
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enable-opportunity-close-customization
2. Add parent optionset field and child optionset field to Opportunity Close entity.
(To simplify demonstration, I didn't add option 3 and child option 4 and 5.)
Parent optionset
Child optionset
3. Import a PCF solution: Dependent Optionset PCF to system, it can help us to build dependent optionset.
https://github.com/AndrewButenko/DependentOptionset_PCF
As the tutorial said, we add the custom control to child optionset.
Test
There isn't child option for Option 1:
When we switch to Option 2, child options will display.
Process in gif:
It also works for Close as lost form.
Regards,
Clofly
Are you looking to add additional fields to the popup? or are you referring to Status/Status Reason as Option 1/Child Option?
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André Arnaud de Cal...
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Martin Dráb
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