08-13-2016, 09:12 PM
How do you work with the forecast amount field, at opportunities ?
Forecast Amount
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08-13-2016, 09:12 PM
How do you work with the forecast amount field, at opportunities ?
08-13-2016, 09:40 PM
It is formula that is calculated with a workflow. I don't remember exactly so look there but I think you fill in the amount and the percent and it does the rest.
Joe
TSolucio
08-31-2016, 02:11 AM
yes, you right
But not make sense the field can changed by user. I blocked in all profiles, manually
01-11-2018, 06:14 PM
Hi Joe,
You considering change this for default? Because, this field, should be blocked to user changes, or not?
Ranieri
eCRM Web
01-11-2018, 06:49 PM
The field cannot be changed by the users, at least not effectively, any value they put in there will be ignored.
I understand you want to make it readonly by default, right? We can do that now. When we added that field workflows could not update the field, now they can so it would be easy to just set the field as readonly. Have you tried that? Does it work?
Joe
TSolucio
01-11-2018, 07:42 PM
Yes, make a ready only for default.
Because today field allows changes ( and you are right all users changes is lost .. ) That's a problem, user be confused with this ... I need in all profile, set manually field to read only ...
Ranieri
eCRM Web
01-11-2018, 09:38 PM
set displaytype = 4 on that field and will do what you are asking for.
I will add this when I have some time
Joe
TSolucio
01-12-2018, 08:08 PM
Execute
UPDATE `corebos580`.`vtiger_field` SET `displaytype`='4' WHERE `fieldname`='forecast_amount';
Ranieri
eCRM Web |
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