09-09-2016, 03:40 PM
a client asked us to do this yesterday, I added an update field task in the forecast amount workflow which assigns the probability BEFORE the calculation. Inside the value I selected "EXPRESSION" and put this:
HTH
Code:
if sales_stage == 'Oportunidad detectada' then 10 else if sales_stage == 'Briefing' then 20 else if sales_stage == 'Propuesta Enviada' then 30 else if sales_stage == 'Interés del Cliente' then 50 else if sales_stage == 'Negociacion' then 80 else if sales_stage == 'Closed Won' then 100 else 0 end
HTH
Joe
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