
I have created an Opportunity field called "Billing stage" as a formula.
In this formula, I'm trying to fetch a value from a dropdown list in a Quote field (the field is also called "Billing stage", but it's a Quote field)
I've tried using the TEXT( SyncedQuote.Billing_stage__c ) function, but it does not work. The opportunity "billing stage" filed is just empty.
How can I make it work ?
Thanks for the help.
3 件の回答
Unfortunately no. The IsSyncing checkbox field is not updateable on mass.
There is additional functionality when clicking the start sync button. The system checks for other quotes associated to the Opportunity and ensures there are no others marked for sync.
Only one quote can be synced at a time.
If it does find another, it will inform you that this one will no longer be synced and your new quote details will override the existing options.