Modifying default value for Description in Insert Opportunity (web client)

jake-hayden

Hello everyone,

We would like to start using "default naming convention" for Opportunity description when a new opportunity is inserted. However, we would like to customize what that value is, instead of "Account-Phase-N".

I looked at Application Architect and found the form InsertOpportunity. I also see onChangeAction->OnSuccess that enables all the fields on lueAccount control.

However, I don't see where the value is coming from? Default onload code only has reseller field loading and some related field. Nothing about description.

How does default get loaded? Where is it stored?

Is there a better place to modify this, other than the insert form itself?

Thank you

unknown

The code is called within the Opportunity business rule CheckOppAccount. There is an internal method called getOppDescription which formats that. This is an internal method in the compiled BusinessRule assembly.



You can add a post execute step to the CheckOppAccount opportunity rule that would set the opportunity.Description based on you want. This would run after the OOTB rule and allow you to have a custom format.