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Add new reasons in opportunity screen

  • 1 March 2023
  • 5 replies
  • 307 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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5 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 +10

Hi @himanib56 ,

This Link also can help you.

Regards,

Sweta

Userlevel 5
Badge +1

 

Hi @jinin , @Naveen Boga 

I've included a new reason for "Close as Lost." in Opportunities Screen After selecting the new value, it's displaying an error saying, "The value is invalid for the current workflow state." and displays value with the old value

Below screenshot shows the new value added.

 

 

Regards,

Sagar

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