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RLI expected close date

Brooke Wilman

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

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  • 0 Sugar Employee Badge

    Hello , 

    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 

Reply
  • 0 Sugar Employee Badge

    Hello , 

    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 

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