vtiger

[pfilipkowski]

I'd like to set a pick list of probability values for potentials. Currently sales can write anything they want into this field.

Is it possible to convert this existing field to pick list.

I would be grateful for hint.


Pfilipkowski

[BrianLaughlin]

pfilipkowski,

Instead of programming have you considered just creating a new custom field with a picklist and have the sales people use that instead. You could be setup in minutes.

Regards,

[pfilipkowski]

Yes I have considered that, but I need this field for potential probability (0,5,10,25,50, 75,100), that is later on mentioned in potentials history. To use new field it would be necesary to change history view or copy new field to the old one. If you know what to change it could be a solution.
Regards,
pfilipkowski

[BrianLaughlin]

I'm not able to look at the code right now, but it would seem like you could add one line of code that will assign the pick list value of your custom field to the probability field.

My guess is that would seem eaiser than changing a data type and not risk breaking anything.

Good luck,

[pfilipkowski]

Brian,

I am searching for the best place to add mentioned assign instruction, but still have trouble to find proper place. I hope that it should be possible to make the change in one procedure that will be working in all cases ( create, update, ect.). Will you please to point me the right place in the code where to add this instruction.
To remind the case: additional field ( the picklist with the set of probability) should be rewritten to Probability field in the Potential module.

I’ll grateful for help.

Kind regards

Pfilipkowski

[pfilipkowski]

Subject: Method to assign the value from additional Picklist to the original field (probability) and the original field should be hidden but available for system.

Hi again Brian,

I haven’t received your remarks for previous question, but I found an appropriate place for my additional code. I have create pick list with probability and with java script assign chosen value from pick list to Probability field that is reported in sales stage history and in several other sales statistics.
However now I have two similar Probability fields in one potential record. I thought that I can hide original field to avoid mistake when filing it up by sales people, but unfortunately then this value is not accessible also when system is filling up the sales stage history record and zero is placed instead of hidden probability value.

Please give me proper hint to realize this feature via system standard mechanisms not by deep change in code.

I’ll grateful for help.

Kind regards

Pfilipkowski

[BrianLaughlin]

I'm guessing that you might be able to do this by going into Settings>Field Accessabilities>Potential Field Access>[Choose your profile name]>Edit then hide probability.

Hope that helps.

Also consider posting what you did in detail so that others can benefit too.

Regards,