Opportunity Custom Fields are lost when moving opportunity to another pipeline using automation
J
Joseph Ochana
Opportunity Custom Fields are lost (values are empty) when the opportunity is moved to a different pipeline using the workflow action 'Create Or Update Opportunity'.
in addition, as a workaround, copying the values from the opportunity itself is not allowed for fields of type dropdown or number.
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W
WebMyMoney Administrator
Please need this for dropdown, numbers and checkboxes. Copy the same opportunity to another pipeline please!!
P
Pallavi Kothari
Merged in a post:
Allow opportunities to switch pipelines without clearing all the data from custom values
A
Allan Chaves Solis
Hi
Right now when you updated a new opportunity in a different pipeline all the information is deleted and create it a new opportunity.
So we should have a workflow action called, switch pipeline that can easily change an opportunity from one pipeline to another one or something similar that don't delete everything that already that opportunity has in it.
Because right now it's not working and if someone fulfill a form or survey anything and them the opportunity is updated it's not working.
Thanks
N
Nick Black
I agree, there should be a MOVE function. Call it MOVE to Pipeline or something like that.
K
Kenny Butt
YES!
This is a HUGE pain for us.
J
Jakin Harper
Big issue for pipeline automation