Question

Default Probability value at 1st Opportunity stage

How do I set a default value for Probability at my 1st Opportunity stage . 

I have defined max prob values for Opportunity (based on Customer Need ) , now I want to set default value as 10. (in -line with the max value) . 

 

TIA

 

Shailey

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7 comments

Try this

onEntityInitialized: function() {
                this.callParent(arguments);
                this.set("Probability", 10);
            }

Eugene Podkovka,

Thanks Sir. Can we do it through business process ? If yes , how ?

Did this through the process  check this out!

Eugene Podkovka,

Hi,

How to put Default Probability value for all Opportunity stages.while case flow moves automatically probability have to change for each stage  is there any chance .

Example: There is 5 stages 1st stage has 20, 2nd 40 ,3rd 60, 4th 80, 5th 100 how can we put default values 

praveen n,

Hello! 

You can do this with a business process that would have starting signals for opportunity created and opportunity changed in column stage. After that using conditional flows (checking if stage = 1, stage 2...) update field Probability with the needed value (using modify data element). 

Best regards, 
Dennis 

Praveen n,

Hello Dennis ,

Thanks  for your valuable answer i was solved this by using code.

Here the code:

attribute:{
            "Stage": {
                "dataValueType": Terrasoft.DataValueType.LOOKUP,
                "lookupListConfig": {
                    columns: ["MaxProbability"]
                    },
            "dependencies": [
            {
                columns: ["Stage"],
            }
        ]
    },

methods: {
            onEntityInitialized: function(){
                this.callParent(arguments);
                var oppStage = this.get("Stage");
                this.set("Probability",oppStage.MaxProbability);
            }
        },

 

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