This week we discovered a requirement to allow the user to perform a Quick Search on both active and close Opportunity records. Engage Incorporated has an article on how to do this, but for some reason, when I tried their technique, it didn’t work. So, here is my alternative.
1) Export the Entity in question. In my case, it was Opportunity.
2) Locate the Quick Find view.
3) Change filter type from this:
<condition attribute="statecode" operator="eq" value="0" />
to this:
<condition attribute="statecode" operator="not-null"/>
4) Save the customizations.
5) Import and publish the customizations.
This will allow the Quick Find operation to find Opportunity records no matter what their state is ( active, canceled, closed, etc. ).
And yes, this is unsupported.
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This is working great on the quick find search but it's not affecting the "Loop up records" popup for finding a related opportunity. I want to select a related parent opportunity but the parent could have a state code of 0 or 1. Any ideas what I'm missing? Thanks!