Generate field is not showing any values to be select.

  • kishore.k_84
    Participant
    8 years, 8 months ago #5384

    In the opportunity page layout the Generate field shows None it is not showing up the Invoice/salesorder/Estimate option to select that. How to resolve it?

    sid.g_87
    Participant
    8 years, 8 months ago #5619

    With respect to the above question follow the below steps to get those options in page layout.
    • Login to your salesforce account
    • Click on set up
    • On the left hand side click on the customize in that select opportunities
    • In the opportunities you can see the record types click on that after that click on the record type name
    • There you can see the generate field click on that select Invoice, Salesorder, Estimate, add them and save it. You will get the Options in the Generate filed.

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