SAP Knowledge Base Article - Public

3420179 - Default Value Rule Doesn't Work While converting a Lead to Opportunity


Default Value Rule Doesn't Work While converting a Lead to Opportunity.


SAP Cloud for Customer

Reproducing the Issue

1. Open a Lead in the system.

2. Click in 'Actions' and try to 'Convert to Opportunity'.

3. Notice that the default rule that you have set is not working in this screen.


This is system design logic: Simple defaulting shall work only if Quick Create is opened from the Object Work List (OWL) screens, and may not work when launched from Thing Inspector (TI) screens. (creating documents/objects from inside other objects, for example. More content on the topic


As you opened the Leads TI and clicked the Action button Convert to Opportunity, the default value will not be shown. So only when the quick create screen is launched from the OWL it will apply to default values and won't work if the create screen is launched elsewhere (e.g. TI's like object detailed view, convert screens, etc.).

See Also

SAP Knowledge Base Article 3026159 - Default Value Using Rules Current Limitations


Default; Value; Rule; Work; Problem; TI; Screen; Convert; Converting; Lead; Opportunity. , KBA , BC-DWB-REP-EXT , Extensibility , Product Enhancement


SAP Cloud for Customer core applications 2311