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Question about workflow
#5
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:


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
TSolucio
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Messages In This Thread
Question about workflow - rslemer - 09-08-2016, 05:57 PM
RE: Question about workflow - rslemer - 09-08-2016, 08:57 PM
RE: Question about workflow - joebordes - 09-09-2016, 02:20 PM
RE: Question about workflow - rslemer - 09-09-2016, 03:14 PM
RE: Question about workflow - joebordes - 09-09-2016, 03:40 PM
RE: Question about workflow - rslemer - 09-09-2016, 06:41 PM
RE: Question about workflow - rslemer - 09-09-2016, 03:53 PM
RE: Question about workflow - joebordes - 09-09-2016, 04:13 PM
RE: Question about workflow - rslemer - 09-09-2016, 04:42 PM
RE: Question about workflow - joebordes - 09-09-2016, 10:37 PM
RE: Question about workflow - rslemer - 09-09-2016, 11:41 PM

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