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Add new reasons in opportunity screen


 

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.

Best answer by jinin

  

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.
    •  

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8 replies

jinin
Pro I
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  • Pro I
  • 680 replies
  • Answer
  • March 1, 2023

  

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.
    •  


  • Freshman II
  • 5 replies
  • March 1, 2023

Thanks jinin


  • Freshman I
  • 1 reply
  • October 5, 2023

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

Thanks.


Forum|alt.badge.img+10
  • Semi-Pro III
  • 229 replies
  • October 6, 2023

Hi @himanib56 ,

This Link also can help you.

Regards,

Sweta


Sagar Greytrix
Captain II
Forum|alt.badge.img+3

 

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


temberson
Freshman II
  • Freshman II
  • 21 replies
  • July 3, 2024

Hi @Sagar Greytrix,

I am getting the same error. Did you find a resolution for this?

Thanks,

Tyler


  • Freshman I
  • 4 replies
  • July 23, 2024

@temberson @Sagar Greytrix - I am getting the same error. When walking through the steps, it feels that there is another spot that needs to make it active. 

Have either of you found a resolution? 


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  • Freshman I
  • 16 replies
  • August 23, 2024

@temberson @Sagar Greytrix @cihainu 
I didn’t get the error as I stumbled through this but I did take more steps than what is outlined in this thread. After adding to the combo box values in the Fields pane, I also created a new workflow extending the Default Workflow. In the new workflow I changed the Active combo box values for the relevant state(s) (Won, Lost) to include my custom state as a valid one. From the screenshots provided by jinin, it looks like this step may have been taken by them as well but just not described. Maybe this will help with your error.
 

Custom workflow
Custom “Lost” reason

 


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