How do I create a custom Opportunity submission form?

How do I create a custom Opportunity submission form?

Info
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. 





Info

Overview: How to Increase Character Limits in Opportunity Custom Fields

The character limit for HTML Text Area and Text Area fields in opportunities has been increased from 4,000 to 40,000. This allows more comprehensive details to be captured within each opportunity record.


Steps to Update the Text Limit

  1. Navigate to Opportunity Custom Fields

    • Go to Setup > Opportunity (i.e., setup/opportunity).

    • Select the relevant opportunity you want to modify, then click on Edit Fields.





  1. Increase the Max Field Limit

    • Locate the HTML Text Area and Text Area fields.

    • Update the Max Field value to 40,000.

    • Click Save to apply the new character limit.




Impact:

  • Users can now enter detailed descriptions or notes (up to 40,000 characters) for better documentation and tracking.

  • This enhancement streamlines the opportunity management process by reducing the need for external notes or short descriptions.

    A new option has been introduced for Opportunity Custom Fields that allows administrators to configure fields as Read-Only during field creation. This functionality is particularly useful for fields that are populated through CRM synchronization, ensuring that system-managed data remains protected from manual modifications while still being visible to users within the portal.

     

    Key Highlights

    • While creating or editing Opportunity Custom Fields, administrators can enable the Read-Only option.

      • This option is available during both initial field creation and when editing existing fields.

    • Once enabled, users will not be able to enter or modify values for these fields within the portal.

      • The fields will appear grayed out to indicate that they are not editable.

      • Users can still view the field values but cannot make any changes.

     

    CRM Sync Compatibility

    Read-only fields are primarily intended for data synchronization from CRM systems. This integration ensures seamless data flow while maintaining portal data integrity:

    • When opportunities are synced from the CRM, the CRM can populate or update values in these read-only fields.

    • The updated values will be reflected in the portal automatically after synchronization.

    • Users will still be unable to edit these fields manually, ensuring the CRM remains the single source of truth.

     

    Supported Field Types

    The Read-Only option can be enabled for the following field types:

    • Static Fields – Pre-defined system fields that can be configured as read-only.

    • Newly Created Custom Fields – Any custom field created by administrators can include the read-only setting.

     


    Idea
    Benefits

    • Maintains data integrity for fields managed through CRM integration.

    • Prevents users from modifying system-controlled values that should only be updated via CRM sync.

    • Ensures consistency between the CRM and the portal by establishing the CRM as the authoritative data source.

    • Reduces data entry errors by restricting manual input for synchronized fields.

    • Provides clear visual indication (grayed-out fields) so users understand which fields are system-managed.

     


    Notes
    Conclusion

    The Read-Only option for Opportunity Custom Fields provides administrators with essential control over data integrity in CRM-integrated environments. By designating specific fields as read-only, organizations can ensure that critical data synchronized from the CRM remains protected from manual modifications while still being visible to portal users. This enhancement supports cleaner data management, reduces synchronization conflicts, and maintains the CRM as the single source of truth for designated opportunity information.



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