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mzzee
Level 4
July 1, 2020
Solved

Opportunity Fields missing in Smart Lists

When I go to Smart Lists, I don't see a folder for "Opportunities"

 

This is what the filters for smart list look like: 

 

 

Where is Opportunity fields? I want to run a report/create a smart list that includes opportunity fields.

 

Thanks!

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Carey_Picklesi7
Carey_Picklesi7Accepted solution
Level 2
July 1, 2020

Unfortunately, you cannot bring in Opportunity fields into reports as columns. Opportunity fields can only be used as constraints on filters. That is also why you do not see them in a special folder.

 

Search "opp" and you will see the various triggers and filters that are available for you.

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4 replies

mzzeeAuthor
Level 4
July 1, 2020

Also, can you include Opportunity fields as columns in smart list people view?

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Carey_Picklesi7
Carey_Picklesi7Accepted solution
Level 2
July 1, 2020

Unfortunately, you cannot bring in Opportunity fields into reports as columns. Opportunity fields can only be used as constraints on filters. That is also why you do not see them in a special folder.

 

Search "opp" and you will see the various triggers and filters that are available for you.

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    Carey_Picklesi7
    Carey_Picklesi7
    Level 2
    July 1, 2020

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