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Headline and Probability dependencies

Starting Version 2.78 the Picklist Value picklist value in the field DocumentType has been changed from "Order" to "Proposal". . The following standard dependencies are implemented in workflows to automate changing the document type. The selected document type also defines the headline in your PDF document.

    1. < 100% AND > 0% = Proposal/Order, 
    2. 100% = Order Confirmation, 
    3. 0% = Cancellation.

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Info
titleWorkflow

We also added three Workflows workflows which change the Field field Document type depending on the Probability probability (%) that you can activate if needed. 

  • "Set Document Type to Proposal"
  • "Set Document Type to Order Confirmation"
  • "Set Document Type to Cancellation"

So please check the "activate" those workflows to use this feature.

The selected document type also defines the headline in your PDF document. If  If you like to changes change this please use the translation workbench 7.1.8 Localization and Translation. Don't We recommend to NOT change the picklist values directly.