BPM for summing different activities

Hi,

Is it possible to create a business process that will count each meeting / task / email created on the opportunity, and will sum each activity in a field created on the opp?

Thanks!

Ada

Parents

0 Frédéric Rinaldi over 1 year ago

hi Ada Napierala,

You'd rather user SugarLogic to calculate the number of activities linked to the opportunity (https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Capturing_Records_Activities_Counts_Using_Calculated_Fields/)

If you are more looking for a summarizing field, you'd rather use the timeline dashlet to get a overview of the activities linked to the opportunity.

Fred
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Frédéric Rinaldi over 1 year ago

hi Ada Napierala,

You'd rather user SugarLogic to calculate the number of activities linked to the opportunity (https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Capturing_Records_Activities_Counts_Using_Calculated_Fields/)

If you are more looking for a summarizing field, you'd rather use the timeline dashlet to get a overview of the activities linked to the opportunity.

Fred
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Ada Napierala over 1 year ago in reply to Frédéric Rinaldi

Hi Frédéric Rinaldi,

This is brilliant and it worked, thank you so much. QQ - can I use 'recalculate fields' option to update the field with existing activities?

Thanks,

Ada
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel