How do I create a custom Opportunity submission form?

How do I create a custom Opportunity submission form?

To create an Opportunity for the first time, you need to create a custom data entry field in the "Opportunity Custom Field" section of the Bridge platform.

To create a custom Opportunity submission form, go to the “Setup” tab, select “Custom Fields”.



From there, select "Opportunity Custom Fields".



Then, click on the "Create" button. 



In the info section, give your submission form a name and description. When you are finished, click on the arrow icon.



By default, an Opportunity record submission form will contain data entry fields for Name, Stage, Expected Close Date, Account Name, Stage Details, Amount, Market, Type, "Closed Won Details" and "Closed Lost Details". In the Fields section, you can create additional custom data entry fields. (You can select their placement in the next section).


To create a new data entry field, click on the blue “Add Another Form Field” button.




Select the field type, display name, and parser name. Fields can be TEXT, CURRENCY, NUMBER, DALTE/TIME, DROPBOX, CHECKBOX, IMAGE, or DOCUMENT. Then click save.


When you have finished adding your Fields, click on the arrow icon to move the the layout customization section. 



Overview of the Layout section: 

A.  Create new "Tabs" (organizational sections) for your submission form.
B.  Assign a data field to a given section. (Note that you must include “Opportunity Name”, “Account Name”, “Amount”, “Expected Close Date”, and “Stage” data fields somewhere within your form).
C. Edit, rearrange, or delete a data field. 



This checkbox allows you to select the visual layout of your form. 




The “Standard Layout” looks like this:



The “Step Process Layout” looks like this:




When you have made your selections click "Finish". 



Your Opportunity record submission form will appear as a new a new entry in the "Opportunity Custom Fields" gallery.  



In the Opportunity Management section of the platform, it will appear as a new organizational tab. 


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