Is there a way to have the RLI expected close date default to the opportunity expected close date?
Is there a way to have the RLI expected close date default to the opportunity expected close date?
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:<?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
Thank you Andre - very helpful