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Stage field and moving value around, and also field filtering.

New Member
Posts: 2
Country: Canada

Stage field and moving value around, and also field filtering.

Good Morning

 

Does moving an entry within the Stage edit field list effect the database at all?

 

Specifically, if I add a new value (say as #75) in the list, and then use the Move up/Move down, So 75 moves all the way up to #5, and therefore all previous values move down (5 goes to 6, 6 to 7) etc.  

 

Is this something we can do freely ? Any impacts we should consider?

 

 

And secondly, Process filters Stage.  Can other user added fields do that?   Can I have Field A filter Field B?

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Stage field and moving value around, and also field filtering.

Hi ARHS,

Moving the opportunity process stages up and down in the list will not overwrite any other opportunities, and can be reordered often as you like.

i.e. Stage 5 (named "final stage") gets moved to the top of the stage list. Any existing opportunities at stage 5, will remain showing "final stage" in the opportunity stage field.

To answer your second question, unfortunately this is not possible out of the box. There may be some 3rd party Addons that include this feature.