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Thread: Create Opportunity with Salesprocess

Andrew James
Posts: 51

Create Opportunity with Salesprocess Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 01 Jun 10 9:36 AM

Hi all,

I have made some changes to the insert opportunity form so you now have to select the salesprocess while creating the opportunity. When the opportunity is created if you go to the salesprocess tab the salesprocess name is displayed but none of the stages etc are.

Can anyone help with this please?

I believe I need to create the records within the SalesProcessAudit table, has anyone done this before?

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: Create Opportunity with Salesprocess Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 01 Jun 10 11:14 AM

I have posted sample code on a similar thread in the past.
Basically, you have to add code after the Opportunity is Saved, and then invoke the code to Initialize the sales process.

[Reply][Quote]

Stephen Kennedy
Posts: 37

Re: Create Opportunity with Salesprocess Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 30 Jun 10 10:36 PM

I've searched and searched. Do you have that code handy, by any chance?

[Reply][Quote]

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