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Former Member

PLD Opportunity Forecast Modifications

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?

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Marc Riar

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

    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.

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    • Former Member

      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.

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