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Mohan Reddy 80 In an opportunity in Lightning, when we click in stage bar on "Closed" stage, then click on "Select closed stage", the system opens a popup asking which Stage user wants to select : Closed won, Closed lost, Cancelled.
Hi Team,
In an opportunity in Lightning, when we click in stage bar on "Closed" stage, then click on "Select closed stage", the system opens a popup asking which Stage user wants to select : Closed won, Closed lost, Cancelled.
But in our implementation, we have a field "Reason for Lost/Cancel", with a validation rule.
We did not find any solution to add this custom field "Reason for Lost/Cancel" in the popup. So user is blocked. He must cancel the update, and use the "Modify" button to set the closed stage and the related reason.
This means that user cannot use the stage bar to set Closed status.
It would be great if SalesForce allows us to add a custom field in the "Select closed stage" popup.
In an opportunity in Lightning, when we click in stage bar on "Closed" stage, then click on "Select closed stage", the system opens a popup asking which Stage user wants to select : Closed won, Closed lost, Cancelled.
But in our implementation, we have a field "Reason for Lost/Cancel", with a validation rule.
We did not find any solution to add this custom field "Reason for Lost/Cancel" in the popup. So user is blocked. He must cancel the update, and use the "Modify" button to set the closed stage and the related reason.
This means that user cannot use the stage bar to set Closed status.
It would be great if SalesForce allows us to add a custom field in the "Select closed stage" popup.