cancel
Showing results for 
Search instead for 
Did you mean: 

Quick Create forms do not set the default Business Process Flow stage

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.

Status: New
Comments
Level: Powered On
Status changed to: New