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Thread: Insert Opportunity - Description auto naming

Marc Murphy
Posts: 23

Insert Opportunity - Description auto naming Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 15 Jul 09 9:32 AM

Hey there,

When you insert a new opportunity the description field is automatically filled with the account name and the current phase.

any idea's how to stop this?

My goal is to change the description field from text to picklist and default in a value.
currently it defaults in the company name & phase

any advice would be much appreciated

[Reply][Quote]

Mike LaSpina
Posts: 116

Re: Insert Opportunity - Description auto naming Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 16 Jul 09 1:42 PM

This is done in an external business rule assembly in the OnCreate event. Normally, you could add a post event in the opportunity OnCreate, but you'll need 7.5.1 hotfix 6 to do this. Another workaround might be to just do it in the insert opportunity form instead.

[Reply][Quote]

Doug Evenhouse
Posts: 66

Re: Insert Opportunity - Description auto naming Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 22 Jul 09 2:32 PM

I added a Post Execute Step to the CheckOppAccount business rule on the Opportunity entity to change the default Opportunity description. Seems to be working fine. Like so:

public static void CheckOppAccountStep( IOpportunity opportunity, ref bool result)
{
if (opportunity.Account == null)
{
result = false;
}
else
{
opportunity.Description = opportunity.Account.AccountName + "-Services-" + (opportunity.Account.Opportunities.Count + 1);
result = true;
}
}

[Reply][Quote]

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