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  • Created by Former user, last modified on 2017-09-11
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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". 

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


Workflow

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 check the "activate" to use this feature.

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

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