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Why is the Stage/Status field not available in 'picklists available for editing' on Record Types?

Knowledge Article Number 000006798
Description

Why is the Stage/Status field not available in "picklists available for editing" on Record Types?

Resolution

When creating a record type, you will notice that in the section titled: "Picklists available for editing" the Stage field (when creating an opportunity record type) or the Status field (when creating a case record type) are not listed in this section.  This is because the business process that you define for the record type will automatically determine which picklist values are available for the stage/status field.

If you want to modify what picklist values are available for the Stage/Status field for a particular record type, you can do so by creating another business process. Once you have created this business process you will associated it to the record type upon creation or edit.

 





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