Better handling in New Opp Wizard for rectypes we don't own about gwbase

[mscholtz]

I don't understand. The rectype gets chosen in the new opp wizard, so how would we be able to skip the wizard if we don't yet know which rectype they want?

[mscholtz]

sorry, misclick, didn't mean to close it

[davidhabib]

In the case where the user profile doesn't have a default, they get the standard salesforce screen that lists all opp types with their descriptions. Then regardless of which one is chosen, the newoppwizard is called. newOppWizard doesn't seem to pay attention to this initially chosen record type (I'm not sure how it is conveyed). Seems like newOppWizard should try to do the right thing based off that chosen record type.

[mscholtz]

Our approach has always been to ask and expect each user to set the default so they don't get that interstitial screen. I think we should continue to do so even if they have rectypes that aren't part of GWBase.

[davidhabib]

In working with ifpeople, they have several custom record types and they want to default to one of those. What happens is even after the user's default record type is set to one of the custom record types, our New Opp Wizard will come up defaulting to Gift. Seems to me we have several things we must do:

1. if the user doesn't have a default record type specified, and thus chooses a record type before New Opp Wizard, then New Opp Wizard should pick that record type.
2. if the user does have a default record type specified, then New Opp Wizard should come up with that record type selected.
3. If it is a record type that has nothing to do with installments & pledges, ie, not our normal gift or grant record type, then I think we should hide the Single Payment, Pledge w/ Installments, and Recurring Payment radio buttons. I think these only make sense with Gifts and Grants. Maybe membership?

[mscholtz]

Here's my take:

#1 - I guess this is polite, but IMHO not important (see Aug 27 comment above). And not sure how you'd do it. W/ the redirect in place, not sure if the choice made in that screen gets passed to the VF page.

#2 - This makes sense. Again, wondering how we do this? Can we query for it or get it via a system call? Or again do we instantiate an opp in memory?

#3 - If we want these only for certain rectypes, that should be a setting or settings.

[greenstork]

I think what they're asking for here, and another client of mine wants this exact same thing, is the ability to set the record type that is selected when the NewOpp page loads. This is not a configurable option and it should be. We should always use our NewOpp wizard, selective UI is a hot mess in my opinion.

We have two options for configuring this feature:

Choose the default for that user's profile (this is probably the right option)

Make two custom settings for contact default and or default RT

[davidhabib]

fixed! we now support the user's default record type (or chosen record type) (1 & 2 above). We also have a new custom setting that allows the user to specify which record types should NOT show the payment type radio buttons.