Time Warp version
v1.15
Describe the bug
Timeline does not display all Opportunities; it seems to be limited to those that are final/closed/won only.
To reproduce
Create an Opportunity in a non-Won status (e.g. Interest, Contract Stage, etc.). We're using the default Stage field for the Opportunity object, but do have some modified picklist values.
We've also built a custom Inclusion Field at the Account_Opportunities level with the following, to try to "allow" other stages:
CONTAINS(
";Interest;Demo/Qualifying;Proposal;Contract Stage;W-win;",
";" & TEXT(StageName) & ";"
)
Expected behaviour
All Opportunities should be visible regardless of stage, with the optional Inclusion Field available through which we might filter down if needed.
Desktop (please complete the following information):
- Win11 25H2
- MS Edge
- v148.0.3967.54
Time Warp version
v1.15
Describe the bug
Timeline does not display all Opportunities; it seems to be limited to those that are final/closed/won only.
To reproduce
Create an Opportunity in a non-Won status (e.g. Interest, Contract Stage, etc.). We're using the default Stage field for the Opportunity object, but do have some modified picklist values.
We've also built a custom Inclusion Field at the Account_Opportunities level with the following, to try to "allow" other stages:
CONTAINS(
";Interest;Demo/Qualifying;Proposal;Contract Stage;W-win;",
";" & TEXT(StageName) & ";"
)
Expected behaviour
All Opportunities should be visible regardless of stage, with the optional Inclusion Field available through which we might filter down if needed.
Desktop (please complete the following information):