Method:Classic General Q&A

Re: New Opportunity Screen not saving all fields but Edit Opportunity does?

Method_Michael — Mon, 09 Jan 2012 14:55:32 GMT

Inclusivitie-

I'm glad to hear that you figued this out.

-Michael

Re: New Opportunity Screen not saving all fields but Edit Opportunity does?

Inclusivitie — Sun, 08 Jan 2012 23:46:52 GMT

I figured it out. I needed to go to add fields instead of add objects on the customization page. I deleted the Objects I had added then readded them as fields, published the changes and then logged out and back in. Did a test and it works perfectly.

Thanks for pointing me in the right direction.

Re: New Opportunity Screen not saving all fields but Edit Opportunity does?

Inclusivitie — Sun, 08 Jan 2012 23:36:21 GMT

I expect this is the problem. On the non-working screen they say Dropdown Object Properties and on the working screen it says Dropdown Field Properties.

Do I need to delete the field and readd it on the non-working screen, and if so what options do I need to select to ensure that it ends up as a bound field.

Thanks so much, this was driving me crazy.

Re: New Opportunity Screen not saving all fields but Edit Opportunity does?

Method_Michael — Wed, 04 Jan 2012 21:06:11 GMT

Inclusivite-

Did you maybe add the 2 drop downs as unbound fields?

If you click on edit on the fields in the designer do you see something like Step 1 of 6: Dropdown Field Properties for field ProjectType or Step 1 of 6: Dropdown Object Properties in the top left of the popup that comes up.

-Michael

New Opportunity Screen not saving all fields but Edit Opportunity does?

Inclusivitie — Wed, 04 Jan 2012 19:11:28 GMT

I have customized both my New Opportunity Screen and my Edit Opportunity screen to include drop down fields for "Project Category" and "Project Type." I have included these in the Opportunities database as well. However, when I save the New Opportunity with information in these fields the information is not actually being saved. I noticed this when I looked at the Opportunities Grid which I have customized to include the columns for viewing Project Type and Category. Also if I go back into the Opportunity the two aforementioned dropdown fields are blank. This is where it gets weird. If I select the options again while on the "Edit Opportunity" screen and save, it works. The information is saved to the table and viewable on the grid. This however is vastly slowing down my data entry capabilities so it is not an acceptable solution. I will also note that I have not customized any part of the "Save" button's fuctionality although I have looked at all of the actions keyed off of both the working and non-working screen but I cannot see anywhere they are updating the fields in the Opportunity table. Is this something that is being done behind the scenes? The only other solution I have tried at this point is making sure that the Opportunity table has my "New Opportunity" screen set as the default screen for adding records and my "Edit Opportunity" screen as the default for editing records but it made no differenc.