Adding screens to Opportunity page

SOLVED

Hello,

I want to add a screen to the Opportunity page but I am having troubles with it. There's currently one screen called "Opportunity total", that I can see on the opportunity page but it's empty and has no fields to input information.

When I go to Administration -> Customisation -> Opportunity and then screens, the screen I want to edit (opportunity total) has the fields inside even though they don't appear on the opportunity page. The only difference from that screen to the Opportunity Details screen (which is the one I can add info to on the opportunity page) is an icon under "Change" (image below) and I can't actually change it. Is this icon the reason the "opportunity total" screen doesn't have anything on the opportunity page? Also when I click this icon to change it I always have a message saying the component manager is not switched on. What should I do?

  • 0

    Hi,

    Just to be clear. Are you asking to add fields to a block? And the main screen must be the opportunity summary page?
    The reason I am asking is because this is built out of a coupe of screens/blocks. It is known as a complex screen.
    For block = opportunity web picker
    Details block = opportunity details screen
    Status block = opportunity status box (under the opportunity progress entity, not opportunity entity)
    Totals = opportunity totals

    Also the reason why you cannot change certain screens is because they are system screens. The change button just takes you to where you change the screen name and type. Some of these the system needs to function, and thus is not allowed to change.

    Like the below?

  • +1
    verified answer

    Hi Sruivo

    As per Conrad's reply, users when they click 'Change' will only be able to edit field in the 'Web Picker' or the 'Details' screens (The top 2 blocks)

    The third block is driven by the Workflow and the last block 'Totals' can not be edited by anyone. 

    If you're wanting to add more fields to the screen, but to visually show a separation, I would recommend adding a 'separator' line