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Daniel Seltzer Set a Default Value For Opportunity Stage
Hi,
I would like to have all new Opportunities start with a default stage value of Stage 1: Initial Interest. I tried a WF rule but was unsuccessful. (below)
I think the best way to do this is with a trigger but i cannot find how to setup a trigger to insert a default value when the opp is created.
Please Help!!
I would like to have all new Opportunities start with a default stage value of Stage 1: Initial Interest. I tried a WF rule but was unsuccessful. (below)
I think the best way to do this is with a trigger but i cannot find how to setup a trigger to insert a default value when the opp is created.
Please Help!!
You could create a custom Create button and append "&opp11=<default_value>" to the New Opp URL and replace the standard New button with your new create button.
The URL would be something like this: /006/e?retURL=%2F006%2Fo&opp11=Qualification (assuming that the value is Qualification).
Let me know if you need more info.
Thanks,
Phil
Try changing the rule criteria to use a Formula instead, and just fill in "TRUE" for the formula. Then change the workflow evaluation criteria to "Evaluate the rule when a record is created".
Regards,
Hengky
Below is the trigger, you can setup opportunity stage here
trigger OpportunityTrigger on Opportunity (before insert) { for(Opportunity opp: trigger.new){ //You can setup stage name here opp.stagename = 'Initial Interest'; } }Best Regards,
Mithun.
The trigger also appeared to do nothing:( I know the button wil work but then I have to replace all buttons that create opportunities and the clone button.
Any more suggestions. I feel like the trigger is the way to go but I need the new record to start with Stage Name "Initial Interest"
Here was the trigger I used:
trigger OpportunityTrigger on Opportunity (before insert) {
for(Opportunity opp: trigger.new){
opp.stagename = 'Initial Interest';
}
}
Thanks for your help.
I have tried your initial approach (using workflow and field update). It is working well.
My config is:
- Workflow Evaluation Criteria: Created
- Rule Criteria: Formula evaluates to true
- The formula: TRUE
Regards,
Hengky
Have you tried it with this specific case? I think the stage field will not allow a default value. Below is my WF that is still not working.
What's your field update action like?
Steps follows
1.Create workflow.
2.select Opportunity Object. Click Next
.
3.a.Give Rule Name
b.Evaluation Criteria - Created
c.Rule Criteria - Criteria are met
d.Field(Opportunity:Created Date) - Operator (Not Equal To) - Value ( ) keep the value blank/empty. Click Save & Next
4.in Immediate Workflow Actions section. Click on Add workflow Action. Select Field Update.
5.a.Fill Name Field.
b.Field to update - Select Opportunity < (first Dropdown). Select- Stage < (Second Dropdown)>
c.In Section "Specify New Field Value" - Under "Picklist Options" - Select "A specific value Checkbox" and select ur Stage 1 Name from the drop down. Click Save and Activate the workflow.
Now whenever opportunity is created, the default stage is your First Stage which u had selected.
Enjoy
However, for the code below, what if I want this to happen for only Opportunity record types name = Concept_Team.
How will I include it in the code below?
trigger OpportunityTrigger on Opportunity (before insert) {
for(Opportunity opp: trigger.new){
opp.stagename = 'Initial Interest';
}
}