We have been creating workflows in CRM 4 to create an opportunity when a
field is changed on a lead. In general this has not been an issue (and much
easier then in CRM 3!) expect I have an issue with custom picklists.
I have a pick list on the lead, and a picklist on the opportunity with the
same values. Using the create entity step in the workflow manager I can not
set the picklist value on the opportunity to the value on the lead. When
trying to set a picklist it only lets me use a dynamic value of an identical
picklist. Is there anyway I can tell the system that the picklist on the Lead
is the same as the picklist on the opportunity?

Thanks

RE: CRM 4 workflow picklists by PCRB

PCRB
Tue Mar 25 10:23:01 CDT 2008

We put in a ticket to Microsoft about this. Picklists should be mapped.
They have replied that this is an error and they're working on a hotfix for
it.

"Rob Mottram" wrote:

> We have been creating workflows in CRM 4 to create an opportunity when a
> field is changed on a lead. In general this has not been an issue (and much
> easier then in CRM 3!) expect I have an issue with custom picklists.
> I have a pick list on the lead, and a picklist on the opportunity with the
> same values. Using the create entity step in the workflow manager I can not
> set the picklist value on the opportunity to the value on the lead. When
> trying to set a picklist it only lets me use a dynamic value of an identical
> picklist. Is there anyway I can tell the system that the picklist on the Lead
> is the same as the picklist on the opportunity?
>
> Thanks

RE: CRM 4 workflow picklists by RobMottram

RobMottram
Tue Mar 25 10:36:00 CDT 2008

Thanks for the information. Lets hope they create the solution soon.

"PCRB" wrote:

> We put in a ticket to Microsoft about this. Picklists should be mapped.
> They have replied that this is an error and they're working on a hotfix for
> it.
>
> "Rob Mottram" wrote:
>
> > We have been creating workflows in CRM 4 to create an opportunity when a
> > field is changed on a lead. In general this has not been an issue (and much
> > easier then in CRM 3!) expect I have an issue with custom picklists.
> > I have a pick list on the lead, and a picklist on the opportunity with the
> > same values. Using the create entity step in the workflow manager I can not
> > set the picklist value on the opportunity to the value on the lead. When
> > trying to set a picklist it only lets me use a dynamic value of an identical
> > picklist. Is there anyway I can tell the system that the picklist on the Lead
> > is the same as the picklist on the opportunity?
> >
> > Thanks