Hi Team,

We want to show the disqualified,  not interested stages too in the lead pipeline. As it is OOTB functionality and it is not done using the filter. We are unable to add the stages. The Pipeline is based out of a module “Chart construction module”.

 

Question :How to add/enable the above mentioned stages into the module

 

{\"className\":\"Terrasoft.InFilter\",\"filterType\":4,\"comparisonType\":4,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"className\":\"Terrasoft.ColumnExpression\",\"expressionType\":0,\"columnPath\":\"QualifyStatus\"},\"isAggregative\":false,\"key\":\"53e3b5d1-690f-4fc2-9d45-dedb87f66279\",\"dataValueType\":10,\"leftExpressionCaption\":\"Lead stage\",\"referenceSchemaName\":\"QualifyStatus\",\"rightExpressions\":[{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":10,\"value\":{\"Name\":\"Not interested\",\"Id\":\"51adc3ec-3503-4b10-a00b-8be3b0e11f08\",\"value\":\"51adc3ec-3503-4b10-a00b-8be3b0e11f08\",\"displayValue\":\"Not interested\"}}},{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":10,\"value\":{\"Name\":\"Disqualified\",\"Id\":\"128c3718-771a-4d1e-9035-6fa135ca5f70\",\"value\":\"128c3718-771a-4d1e-9035-6fa135ca5f70\",\"displayValue\":\"Disqualified\"}}}]}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6,\"rootSchemaName\":\"Lead\",\"key\":\"\"}",

"sandboxId": "Module"

},

"configurationMessage": "GetChartConfig"

}

 

Thanks in advance!

Regards,

Mayan

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1 comments

Hello,

 

In order to achieve your business task please instead of 'true' write 'false' in the Module parameters as it is shown in the screenshot below:



We'd suggest to first test the solution on a test- or demo-site before applying it to the production instance.

Best regards,

Anastasiia

 

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