7/8/2025 2:34:22 PM
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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Picklist value from Insert Opp not pulling onto Opp Detail
Posted: 01 Dec 09 4:12 PM
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This is likely a pretty easy question but I am spinning my wheels.
We have a picklist field on the Insert Opportunity form that, when selected, is not showing in the corresponding field on Opportunity Detail. I've checked the data paths on both fields and they are pointing to the correct location. I also checked the script but couldn't find anything there. Any nudge in the right direction would be great. Thanks. |
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Re: Picklist value from Insert Opp not pulling onto Opp Detail
Posted: 01 Dec 09 8:44 PM
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Are both controls pointing to the Same Picklist?
Or, is the field on the Insert view a Combo box populated via Code?
Also, is the value written to the database during the Insert, but not displayed on the Detail view?
If so, depending on the settings on the picklist, it may show up blank if the value isn't truly defined on the Picklist (Globally or for the Current User). |
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Re: Picklist value from Insert Opp not pulling onto Opp Detail
Posted: 02 Dec 09 7:11 AM
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Now, did you modify the code on the Insert Opportunity view?
As far as I recall, this is not a bound view, and as such it is not enough to drop a control and Bind it (Binding it makes no difference), you have to add some code to save your data.
If you look on the Code, there is a SaveOpportunity function, which calls several other Save functions to create the Opportunity. If your data goes on the OPPORTUNITY record, edit the SaveOpportunityDetailInfo, and add your value to the record before it is saved:
objRS.Fields("MYPICKLISTFIELD").Value = myPicklistControl.Text
....
objRS.Update |
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Re: Picklist value from Insert Opp not pulling onto Opp Detail
Posted: 02 Dec 09 7:14 AM
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Yes, I did this morning. I found the SaveOpportunity function and updated it. Testing confirmed this solved the problem!
Not sure why I didn't check to verify the value was written on the first pass..
Thank you for pointing me in the right direction  |
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