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Former Member

"publish to forecast" checked by default

Hello together,

on the opportunity mask there is the field "publish to forecast".

Is it possible, that this field is checked by default (in the preparing of the opportunity)?

Thanks and regards Kathrin

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  • Best Answer
    Posted on Oct 06, 2016 at 11:56 AM

    Hi Kathrin,

    You can create a workflow notification to update ‘publish to forecast’ field to true (checked) during every create and then make this field read-only via KUT (KEY USER TOOLS) to ensure no-one unchecks



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