Adding Manual entry checkbox from opportunities form to the create opportunity dialog box in the leads form

Question

We are looking to set the Manual entry checkbox as true by default in our customization but when we do this it causes an error on the convert to opportunity dialog box on the leads page as it is looking for an amount but none can be given as that field doesn’t exist on that dialog box. We are looking to add both the manual entry check box and the amount field from the opportunities form to the lead dialog box, but they do not appear as available fields when trying to add them. Is there a way to add these fields to the dialog box?

darylbowman · Accepted Answer

It should be possible to add additional fields to the dialog by extending OpportunityFilter in the PX.Objects.CR.Extensions.CRCreateActions namespace.

However, in order to pass the supplied values to the newly created Opportunity, you’d have to wire it up somehow. You could possibly extend the CreateMaster method in the CRCreateOpportunityAction class and inject an event handler to set the values during RowInserting.

However, this seems like a reasonably high effort solution.

Reply

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded