RLI expected close date

Brooke Wilman over 3 years ago

Is there a way to have the RLI expected close date default to the opportunity expected close date?

0 Andre Serrazina over 3 years ago
Hello Brooke Wilman,

If you want to populate the expected closed date and give the user the ability to override it you can try the following approach:

1 - Create the file

custom/Extension/modules/RevenueLineItems/Ext/Vardefs/sugarfield_opportunities.php

2 - Add the content:

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<?php
$dictionary['RevenueLineItem']['fields']['opportunity_name']['populate_list']=array (
'date_closed' => 'date_closed'
);
?>
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
<?php $dictionary['RevenueLineItem']['fields']['opportunity_name']['populate_list']=array ( 'date_closed' => 'date_closed' ); ?>

3 - Run a Quick Repair and Rebuild

This will populate the date_closed in the RLI with the value defined on the Opportunity.

Let me know if this helps.

André
0 Brooke Wilman over 3 years ago in reply to Andre Serrazina

Thank you Andre - very helpful