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Dear Team,


I have created a Business Process Flow in Opportunity entity. It has 4 stages Qualify-Develop-Propose-Close.

Qualify, Develop & Close stages belongs to Opporutniy Entity where as Propose stage belongs to related Quote Entity. 

 

When i click on 'Next Stage' button to move the stage from Develop to Propose (Quote enity), a small flyout window opens that shows all my related quotes (irrespective of its status).

 

There is no provision if I want to change the Quote view to show only 'Closed' quotes.

 

So my idea is to provide the provision to set the filter to entity related view in BPF so that anyone can get the desired set of records.

 

Regards,

Jayesh 

Category: Opportunity
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