How To Store The Date of A Field Change?

I would like to store the date when the RLI Sales Stage changes. I've tried various techniques including Custom Calculated Fields and SugarBPM, but I can't quite find the right method to accomplish this. I've looked at several solutions, but can't seem to make them work...

Any thoughts out there? Thanks ahead of time! VO

Parents Reply Children
  • You are welcome, Vince

    In my opinion, if the field's audit isn't a suitable option and you need to collect only one event (sales stage was changed) and store a current date in a custom RLI's field, the better way will be to add a custom code (after_save hook) to do this and you already have it.:)

    If you think about tracking a wide set of such events (Opportunity's amount change more than X%, or RLI's close date move to the next quarter, etc.). I'd recommend looking at this. Maybe you will find this option more suitable for you.

    I hope it will help.

    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient