Quick Create forms do not set the default Business Process Flow stage
Submitted byAnonymouson02-04-201907:20 AM
Author Name: William Dibbern
For example, say you have a business process flow enabled for the opportunity entity. If you create an opportunity record from a quick create form, the default stage is not stored on the resulting record until the first time you open the form.
This behavior leads to several issues:
1. There is no reliable way to create a view of opportunities in the first stage of a business process flow as you cannot create a view for opportunities in the first stage OR opportunities with no stage set. 2. When you open a quick created opportunity, the form immediately saves as the business process flow stage is set.