Hi,

From your post I understood that you need to add Inactive as a selection option in Status field and then set Status as Inactive if your stage gets progressed to Inactive. To add Inactive in Status column follow the below steps

1) Go to Administration -> Customization -> Opportunity
2) Find Status(oppo_status) field from the fields list and then hit the Selection option pencil icon against this field.
3) The Selection Properties screen gets displayed in which enter Inactive in Add Translation (US) and Code textboxes field.
4) Click to Add button and then hit Save button.

Now once done with this, to set default status as Inactive when stage is Inactive follow the below steps.

1. Go Opportunity Workflow.
2. Select the workflow rule.
3. Click on new button available on the bottom of that rule.
4. Select Set column value action from Workflow Actions.
5. Select the Status field to Inactive.

Hope this helps!

Regards,
Dinesh

Hi Dinesh,

When the opportunity is pushed from any stage to "Inactive" stage then the status is Inactive , but further if the opportunity needs to be pushed from "inactive " to any other stage still the status appears to be inactive , I want it to be In Progress , is this possible?.

Kindly suggest

Thanks

Prathyusha

Hi,

As per your post, I assume there is Inactive workflow rule in the Opportunity workflow. If so,

1. Just navigate to Inactive workflow rule.
2. There will be Workflow Actions list in the lower section of screen.
3. Select the Status column from the workflow actions list.
4. Then Set the value as In Progress. (It might be Inactive here.)

Hope this helps!

Regards,
Dinesh

Hi Dinesh,

I tried the above but "Inactive" should also be a action button against each stage whose status is InProgress.But if am doing the above the inactive action button is not appearing in all stages.

please suggest.