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Copper Super Contributor
Posts: 172
Registered: ‎07-06-2010

Modifying Default Opportunity Est Close Date in Mobile 3

I've had a hard time figuring out how to change the default estimated close date that is prepopulated when a user creates an opportunity.

 

I've tried tapping into/overriding processEntry, processTemplateEntry, applyContext, applyDefaultContext, setValues, and beforeTransitionTo, with little to no success.

 

On other scripts I've used setValues successfully, but it seems like the template default always gets stuck and if anything I just want to remove what's entered.

 

It's OOTB code, so I'm hoping someone has done this before. How do you manipulate the default value (30 days past current date)?

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Modifying Default Opportunity Est Close Date in Mobile 3

Mobility follows the Web stuff since all of it's data is via SData.... and it's in USEROPTIONS ;-)

 

UPDATE USEROPTIONS SET OPTIONVALUE = [DBTYPE_STR,"2"], LOCKED = [DBTYPE_STR,"F"] WHERE USERID = [DBTYPE_STR,"ADMIN"] AND UPPER(NAME) = [DBTYPE_WSTR,"TXTESTIMATEDCLOSE"] AND UPPER(CATEGORY) = [DBTYPE_WSTR,"OPPORTUNITYDEFAULTS"] 

 

easy to see if you use the SLX Profiler

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Nickel Contributor
Posts: 50
Registered: ‎02-16-2009

Re: Modifying Default Opportunity Est Close Date in Mobile 3

Hi,

     I agree that the opportunity defaults should follow the web logic, and have defaults set via sdata. Any reason that the opportunity type would not default from the user options? In both our customized environment and the OOTB code, the opportunity type is not defaulting from the user options. It did in SLX Mobile 2.

 

Thanks ~ Chad

Chad Morton
Copper Super Contributor
Posts: 172
Registered: ‎07-06-2010

Re: Modifying Default Opportunity Est Close Date in Mobile 3

To clarify:

 

Our Insert Opportunity page has been customized so that the Estimated Close Date is defaulted to BLANK to encourage our sales reps to actually pick a date and not leave it on the default. We then use validators to ensure the date has been selected and is in a valid range (not before the current date).

 

We are required to do the same thing in Mobile 3. The opp edit view is passing in the date and that's what I am trying to disable. However, I can't find the JS method to override that will actually allow me to keep the field blank.