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Hello guys,

I have a "Offers" table with all the offers from sellers.

Inside I have an "Offer Status" field in which I check. I would like that, when the status of the offer becomes "Offer lost" I would like to enter a comment as a reason.

how can i get this?

2 replies

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    • Mel_Charles
    • 3 yrs ago
    • Reported - view

    Add a reason text field - you can have it hidden to only show when the status is equal to lost

    in the reason field - display field if only, if attribute

    you will want something like 

    'Offer Status' = 2

     

    Screenshot 2021-09-02 at 14.46.11

    use the number that Offer lost is in the status field

    ie

    won. ....1

    lost .....2

    etc.

    • Zinconeoffice Srl
    • Carmine_Zincone
    • 3 yrs ago
    • Reported - view

    Thanks a lot for the answer. I would like this comment to be placed in a "Customer Activity" table that can be viewed on the contact page. it's possible?

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