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Add new reasons in opportunity screen

  • 1 March 2023
  • 4 replies
  • 167 views

 

Hi,

Version: - 22.207.0013

i would like to add new custom value in reasons combo box of opportunity close won. 

I unable to add, can anyone give me suggestions for this modification.

 

 

 

  I tried in this version 22.207.0013

I tried as field in the left-hand side, select the field reason click on Combo Box Values,

add new values but unable to do it.

I need to add custom value in reasons combo box of opportunity won/close.

I tried so many times solutions, but it is not working.

can anyone help me for this modification?

 

I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?

Thanks in advance.

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Best answer by jinin 1 March 2023, 11:05

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4 replies

Userlevel 7
Badge +11

  

Hi @himanib56 
 

We can add the new reason code using the workflow.

  • Open the Opportunity screen on the customization project wizard.
  • Expand the screenID and add the field resolution and add a new reason code like the below screenshot.
  • In the dialog box add the Reason code for Won (attached screenshot) 
  • Publish the package.
  • Now click the close as Won action, In the popup, u can get the Newly added reason code.
    •  

Thanks jinin

If it helped me a lot, I didn't remember how to do this.

Thanks.

Userlevel 7
Badge +9

Hi @himanib56 ,

This Link also can help you.

Regards,

Sweta

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