Adding opportunuties automatically in the Forecast section
Hi community,
I have a forecast tab that is setup as following :
The customer must manually add the opportunuties he wants to the forecast via the "Add" button :
Is it possible to setup a business process or a custom development to have all the newly created opportunities added to this forecast tab ?
It seems to be a very simple business process, however I can not find the "Forecast by Country" nor the "Forecast by Opportunity" or something like this as an object in the business process.
Can you help me with this ?
Many thanks,
Jonathan
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Hi Jonathan!
If you are struggling to find the name of your forecast, I would recommend opening the network tab in the browser console(F12) and adding an opportunity to the forecast while the tab is open.
After that, in the Network tab, you will see a corresponding BatchQuery request:
The rootSchemaName is the name of that forecast. In this case it is "UsrOpportunityForecast".
The columnValues are what columns are needed to be filled in in order to add a record.
You can then go into the configuration and find the forecast by that name:
The title is what you should look for in the business process. Here it is Forecast by "Opportunity".
Hope it helps!
Best regards,
Max.
Max,
Thank you a lot for the detailed explanation. However, look at my problem :
The network tab :
Advanced settings :
Business process :
Why can't I see the Forecast by "Opportunity" like your are able to see ?
Best regards,
Jonathan
Max,
Thank you a lot for your answer.
The "UsrOpportunityForecast" was located in the custom package.
In fact, my current package is dependent of the Custom package. So the custom package is below my current package.
This is why I could not see the object !
Many thanks for the hints ! :)
Best regards,
Jonathan
Is it possible to add new Forecast to another package, not to the Custom?