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Sort Order of Opportunity Open and Closed Stage Values in Kanban View

Дата публикации: Oct 13, 2022
Описание
When using Kanban List Views within Lightning Experience, Opportunity Open stage values display before Closed stage values. This is true regardless of whether the order specified in Setup has Open values displayed after Closed values.
Решение

When working within Kanban views for Opportunities, the Stage values always display Open Stage values followed by Closed Stage values. All Closed Stages are combined in a single column at the far right. 

Note: If the Stage is set to Closed Lost, that opportunity is not displayed in Kanban Views. It also isn't possible to move Opportunities from any tile (stage) to Closed Lost. However, if the stage is set to Closed Won, the opportunity can be moved between tiles. 

For more information on Kanban Views, see Considerations for Using Kanban Views and Considerations and Guidelines for Administering Kanban.
Номер статьи базы знаний

000383749

 
Загрузка
Salesforce Help | Article