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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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Create Opportunity with Salesprocess
Posted: 01 Jun 10 9:36 AM
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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? |
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Re: Create Opportunity with Salesprocess
Posted: 01 Jun 10 11:14 AM
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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. |
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