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Headline and Probability dependencies

Starting Version 2.78 the 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.


Workflow

Info
titleWorkflow

We also added three workflows which change the field Document type depending on the 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 "activate" those workflows to use this feature.

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