CRM 6.2.i
Let’s say I have two opportunities (prebid and postbid).
Each has their own set of fields that are displayed depending on which is
chosen. I’ve done this with an if statement (for example):
var oppoType =
CRM.GetContextInfo("opportunity","oppo_type");
var idval = Values("key27");
if (oppoType =='ProjectPreBid' || idval == '10154')
{
Hidden=false;
}
else if(idval == '10194' || idval == '10168' || idval == '10211' || idval == '10223')
{
Hidden=true;
}
else
{
Hidden=true;
}
var idval = Values("key27");
if (oppoType =='ProjectPreBid' || idval == '10154')
{
Hidden=false;
}
else if(idval == '10194' || idval == '10168' || idval == '10211' || idval == '10223')
{
Hidden=true;
}
else
{
Hidden=true;
}
If a prebid opportunity is successful, there are 4 fields that need to
be copied over to a new post bid opportunity.
Oppo_primarycompanyid (prebid workflow) >>> oppo_description
(postbid workflow)
oppo_compeng (prebid workflow) >>> oppo_compeng (postbid workflow)
oppo_projmngr (prebid workflow) >>> oppo_projmngr (postbid workflow)
oppo_lowbidder (prebid workflow) >>> oppo_primarycompanyid (postbid workflow)
oppo_compeng (prebid workflow) >>> oppo_compeng (postbid workflow)
oppo_projmngr (prebid workflow) >>> oppo_projmngr (postbid workflow)
oppo_lowbidder (prebid workflow) >>> oppo_primarycompanyid (postbid workflow)
This has become a problem, because when I edit a workflow rule and
click to Create Opportunity, those fields that are specific (not hidden) to the
oppo_type (either Prebid or Postbid) do not show.
The second problem is that I don’t know how to point this new
opportunity creation to the postbid workflow.
How can I make this workflow rule properly populate these new fields
and create the opportunity in the other workflow?
