on 2020 Oct 14 6:20 PM
Hello
We have blocked all currency except RUB and set a currency for company’s org structure.
Is it possible to set the default value in the Expected Value field in Opportunity? Is it possible to Autofill the currency in this field?
Thank you.
Request clarification before answering.
Hello Alena,
There could be 2 ways:
1. Using workflow with "On Create" event. Here you can mark the workflow action to "field update" with some default value and currency. This action will trigger after saving of opportunity and then the user needs to update then value accordingly.
2. Using SDK script with "AfterModify" event. Here you can write a small script to check if expected value current is blank then currencycode = "RUB". This action will trigger even when user hits "create" button for the first time or even with Data workbench or API.
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