Opportunity type

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  • Dave
    Junior Member
    • Jan 2020
    • 16

    Opportunity type

    Hi there , we want to have the possibility for a dropdown list allowing to choose Opportunity type.
    Like Opportunity type : Internet access , VoIP , etc....

    How do I proceed to add this to opportunity ?
    Thanks!
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello Dave,
    please do this:
    1. Go to Administration -> Entity Manager -> Opportunity -> Fields -> Add Field -> Enum
    2. In the Enum type field in the parameter 'Options' input a value and press enter. After, add other options one by one.
    Tip. Take a look at the 'Default' parameter. If you want to make the default value is empty, just add a new empty string into 'Options' and choose this field for "Default'.
    3. Go to Administration -> Layout Manager -> Opportunity -> Detail -> drag end drop the new Enum filed. If there is no available new field, just press F5 to reload a webpage.

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    • Dave
      Junior Member
      • Jan 2020
      • 16

      #3
      Excellent , very appreciated it is working the way I needed. Awesome

      Have a nice day!

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