Change Opportunity Case version



Dear mates,

I'd like to change my opportunities case version. They use the case v1, i want them to use the case v2.

So i try to change the "DCM Version" from v1 to v2.

The stage did'nt change.

I tryed in SQL and with a process. The fields have well been updated but the opportunity case has not change in the user interface.

Is it possible to change the DCM for an opportunity ?

Thank you,

Nicolas

 

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2 comments

Dear Nicolas,

If record fits the condition of case that was created it automatically switches to that case. Make sure that opportunities suits the condition you specified. 

Best regards,

Angela

Angela Reyes, even if the opportunities have already been opened in the previous case ? I tryed to switch the case with the "Version DCM" lookup but old opportunities stay in the v1 DCM Version even if it is set to v2.

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