Hiding Sales Stages

Hi there!

I am working on updating our instance from a very basic one to a more advanced. I am getting stuck in a few places, but today my fight is with the Opportunities module. I am hoping to be able to hide certain sales stages once a sales stage is selected. For instance, once an opportunity has made it to "Sent Agreement" I don't want our sales team to be able to choose the stage "Closed Other" only "Closed Won" or "Closed Lost"

Any insights? I tried in workflow, I tried in BPM, but I'm not seeing a chance to hide an option.

Thanks!!

Parents

0 André Lopes over 5 years ago
Hi Katherine Bryan

This can be accomplished via Dependency SetOption. It requires a bit of coding, but it is pretty easy to do.

Find a detailed guide:

Create a dropdown list for each Sales Stage option.

Create a Dependency action for each Sales Stage option the way you can define which dd list to fetch its expected options.

Remember to run QRR after implementing the Dependency.

Regards
André Lopes
Lampada Global

Skype: andre.lampada

Reply

0 André Lopes over 5 years ago
Hi Katherine Bryan

This can be accomplished via Dependency SetOption. It requires a bit of coding, but it is pretty easy to do.

Find a detailed guide:

Create a dropdown list for each Sales Stage option.

Create a Dependency action for each Sales Stage option the way you can define which dd list to fetch its expected options.

Remember to run QRR after implementing the Dependency.

Regards
André Lopes
Lampada Global

Skype: andre.lampada

Children

0 Björn Canales Pfisterer over 5 years ago in reply to André Lopes

Without coding, create a dropdown and select the same list but make it calculated setting the same entry as the original one (hide it in the layout). with this you can build up a dependency on the original sales stage which list entries can be selected :-)