"publish to forecast" checked by default

[Former Member]

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

[former_member221362 · Accepted solution]

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

Regards,

Suresh.