Skip to Content
author's profile photo Former Member
0
Former Member

PLD Opportunity Forecast Modifications

Posted on Nov 20, 2007 at 06:31 PM 7 Views

I am trying to modify a portion of the opportunities forecast and I want extract the last activity related to that opportunity and the due date. Now I add the OCLG - Activity table to the property and the Action - Activity to the column. When I do a print preview it show multiple activites for each BP opportunity but some of them dont have any activities with them. What am I doing wrong?

Message was edited by:

Marc Riar

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

1 Answer

  • author's profile photo Former Member
    Former Member
    Posted on Dec 04, 2007 at 11:49 AM
    0

    Hi,

    You need to create a UDF with a formatted search:

    <b>Select max(t0.clgcode) from oclg t0 where t0.oprid = $[oopr.opprid]</b>

    This will trigger the last activity number but I don't understand which Due Date are you thinking of?

    Then try to find a field which can be used to auto-refresh the FS in your situation and then just display this field on the layout.

    Add a comment
    10|10000 characters needed characters exceeded

    • Former Member
      Dec 04, 2007 at 02:41 PM

      Thanks for the reply...I obviously do not have the experience you do, and I apologize. My goal with the opportunity forecast report is to pull up the last open activity REMARKS per opportunity and when it needs to be completed by (end date). So what I have been doing is taking an existing forecast report and modifying the table. I may have been too vague in my initial question, I am learning as I go.

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.