Default value for RLI Forecast field

Hi all,

Sugar Sell -  11.3.0

I'm working on implementing Revenue Line Items for my site and am being frustrated with various bugs and strange behaviours.

We're not using the Forecasting module (because it's unusable) but I am trying to use the Forecast (commit_stage) field to give users the ability to control whether the Likely amount should be included on our dashboards and reports.

The Forecast field on RLI records is a dropdown with the default value fixed as "Exclude".  Why can't I change this default to "Include"?  Is this by design or a bug?

Dave

  • This can be updated via an extended vardefs. You just need to modify the the value of the attribute "default", from "exclude" to "include".

    You can deploy this update into SugarOndemand via package installer.

    Cheers

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Is this by design or a bug?

    Both. I think it's one of those decisions that was previously thought 'Exclude' as a safer option to default hardcode, rather than 'Include'.

    If you don't want to use code, I think you can create a simple BPM to change it on initial save for all new RLI's?