C4C How to default publish to forecast tick in the Opportunity?

[mjveerhuis1]

Hi,

I tried several things, but how to default the "publish to forecast' indicator in the oppoortunity transaciton in a standard way? Via the field properties i can't.

Looking forward to your ideas!

KR

MJ

[PrasanthArya · Accepted solution]

This can be done via work flow of type Field update. You can configure it to 'Create Only' event. This ensures that the value is defaulted only during the save ,every time opportunity is created, refer screen shot below for configuration

[mjveerhuis1]

Thanks!