7.6 - Create Opportunity and RLI simultaneously - change available RLI fields...?

We have recently upgraded to v7.6 of Sugar, and one of the great new features is the ability to create an Opportunity and its associated RLIs simultaneously.

However, I cannot see how you can change what fields are available when you create the RLI underneath the opportunity. For example, we do not use the "Best" and "Worst" value fields - we simply use "Likely".

Presumably there is somewhere I can change these fields in Studio...? If so, please can someone tell me where! It is in none of the obvious places...

Thanks!

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0 Dan Kallish over 9 years ago

Hello Philippa,

If you are looking to change the fields that display in the Revenue Line Items subpanel in Opportunities, you would navigate to Admin > Studio > Opportunities > Subpanels > Revenue Line Items.

If you are looking to change the fields that display when editing a Revenue Line Item, you would navigate to Admin > Studio > Revenue Line Items > Layouts > Record View.

Regards,

Dan Kallish
SugarCRM Support

Learning Resources: http://support.sugarcrm.com | http://university.sugarcrm.com | http://community.sugarcrm.com
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0 Christy Smith over 9 years ago in reply to Dan Kallish

I'm having the same problem. We don't use very many of these fields at all. While working on our 7.6.1 upgrade with Sugar Support, the agent mentioned that these fields cannot be customized, but there's a bug/feature enhancement in place to allow edits. I wasn't able to get that ticket number, but if I can find it, I'll come back and share it here.
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0 Chris Raffle over 8 years ago in reply to Christy Smith

Hi All,
The functionality highlighted here is not yet available in our application. I created the Configure the Revenue Line Item Layout When Creating an Opportunity idea to better gauge the desire of this feature. If you think this functionality would be useful, please vote on the idea so we can assess the potential impact of the feature. Please also add any comments to the idea on how you would like to see the feature implemented.
Thanks!
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0 Diana Adams over 4 years ago in reply to Chris Raffle

Hello I found the ticket reporting this bug which was in June 2015. How has this not been addressed yet? Am I missing something?
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0 Diana Adams over 4 years ago in reply to Chris Raffle

Hello I found the ticket reporting this bug which was in June 2015. How has this not been addressed yet? Am I missing something?
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