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• And more!
Check out this thread to learn more!
Update Entity Status pulldown via other pulldown
My goal is to give sales reps the ability to edit their quote statuses and probabilities from a custom search dashboard. The Forecast Manager doesn't work because it only shows resellers and not end-user customers.
Since the Probability field and Opportunity/Quote Status fields don't have the quick edit option, I've created 2 new fields to represent them. I have a workflow that replaces the value of the Probability field with the custom Probability field that allows quick edit. This works fine.
The problem is with the Opportunity/Estimate Status field. When I try updating it from another field (setup as List), it chokes and says there is an 'invalid entitystatus reference field'.
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