On the opportunities product page, when I select a product, the price is filled in automatically. However, I've deleted the business rules and scripts on the opportunity product page.
My problem is that this price includes tax, even though the PriceWithTaxes parameter is unchecked in the system settings.
I've set up a script to enter the price excluding tax but from time to time it's the price including tax that appears (probably an asynchronism problem).
I'd like to know where the script that enters the price of the opportunity products on the page is and how I can change the behaviour.
Finally we found the problem: the OpportunityProductPageV2 source page in the Opportunity package contains a method that calculates the price of the product including VAT: calculatePrice.
I've overridden the method and the problem is solved.
I thought that creating the OpportunityProductPageV2 page in the Custom package replaced the view model, but in fact it's an extension.
Finally we found the problem: the OpportunityProductPageV2 source page in the Opportunity package contains a method that calculates the price of the product including VAT: calculatePrice.
I've overridden the method and the problem is solved.
I thought that creating the OpportunityProductPageV2 page in the Custom package replaced the view model, but in fact it's an extension.
I'm having an issue with the partner lookup in opportunities.
When we try to select a partner against an opportunity it seems to delete the owner from the field. And when I try to re-add the owner it removes the selected partner.
The owner of the Opportunity with "Partner sale" business type and chosen partner can be:
1. the user/contact related to the account with "Our company" account type;
2. the user/contact connected to account with chosen partner company.
According to the basic logic, the "Partner" field should be available only for the "Partner sale" type. You have removed the business rule that hides the "Partner" field for other opportunity types.
Therefore, it turns out that now the "Partner" field is available for all types of opportunities, but according to the box logic, this field should be empty for other types, so it is cleared when you select the owner.
If you select the "Partner sale" opportunity type, then the "Partner" field will not be cleared when you select the "Owner" field.
I want to include contacts from my opportunity in the opportunity list view. As i can add multiple contacts into an opportunity team, I checked for the right detail and found the object "Contact in opportunity" which has a contact column/field.
When trying to add this into my opportunity view, I'm only presented with a few fields (see screenshot). How to add all the opportunity team into my opportunity view (or at least the main contact)?
Unfortunately, it is currently not possible to display such a column on the page. Because you are trying to display a one-to-many relationship, which is not currently supported in the list.
Since you want to display a value from a detail, and there may be many records stored on the detail, the system will not be able to display the names of all records from the "Contact in opportunity" field in the list.
However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-882. Feel free to share this number with us at any time and ask your questions.
Unfortunately, it is currently not possible to display such a column on the page. Because you are trying to display a one-to-many relationship, which is not currently supported in the list.
Since you want to display a value from a detail, and there may be many records stored on the detail, the system will not be able to display the names of all records from the "Contact in opportunity" field in the list.
However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-882. Feel free to share this number with us at any time and ask your questions.
Where can we change signature date alignining automatically on closed won status change date in opportunities ? We deactivate OOTB opportunity process, and it's still changing when choosing ootb closed won step in DCM.
The needed lookup is called "Opportunity results". If for some reason it's not available in your system, you can create it manually based on "Reason won/lost" object.
I have noticed that when the opportunity is passing through the stages set on the DCM bar, these do not appear (some do not appear at all, some appear, but never the full flow from start to finish; New -> ... -> Satisfied)
Do you know how can I solve this? Or at least, where and how data is added in the Stages detail?
Hello all! Which part of the code do I have to edit to show the contact phone number in the contact card visible in leads / opportunities? Thanks for your help.
I have three edit pages for Opportunity section, and I would like to replicate the Confidence Level block from the out-of-the-box edit page to the other two pages I created. I have attempted to copy and paste the block, but I am encountering some issues. Could you please advise me on how to proceed or provide me with any necessary instructions?.
The logic of making the field empty using data import is not developed yes and as a result, there is no way to make the field empty using the import tool.
We've registered it in our R&D team backlog for consideration and implementation in future application releases.
The logic of making the field empty using data import is not developed yes and as a result, there is no way to make the field empty using the import tool.
We've registered it in our R&D team backlog for consideration and implementation in future application releases.
