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Copper Super Contributor
Posts: 21
Registered: ‎12-08-2009

AddOpportunityProduct customization

I could sure use some advice on creating a customization on the AddOpportunityProduct smart part. I want to set the default filters for items in the product tree (when page loads). Specifically, I want the STATUS filter set to 'Available'. We don't want the unavailable items to show in the product tree when the page loads. Has anyone already done this? What items/tags/code needed to be changed?

Any help would be apprecaited.

Thanks,
Steve

Tuned Listener
Posts: 2
Registered: ‎09-23-2009

Re: AddOpportunityProduct customization

Hi Steve,

 

Try the following:

 

In the AddEditOpportunityProduct.ascx.cs find the Page_Init function and add the following code to the end of the function:

 

_State.StatusFilter = "Available";

pklProductStatus.PickListValue = "Available";
chkStatus.Checked = true;

 

The first line is the one that is actually setting the filter. The second 2 lines are just adding the data in the fields as you would if you were manually setting the filter so that it doesn't look confusing.

 

I haven't tested this in all scenarios, so you might want to check it behaves properly when adding, editing products etc. But hopefully it should get you part way there.

 

Thanks

 

Jason