How to automate the creation of a new smart guide on a re-opened opportunity?

Hi Damien Pochon ,

You should use BPM to automate this process. Rather than 'Add Related Record', your action should be set to 'Change Field'. In the field listing, locate the 'Smart Guide Template' field and select the desired Smart Guide you want to launch based on the prior trigger and conditions.

Chris

Hi Chris Raffle 

Thanks for the suggestion! I should have thought about it, as this is what we're using to add the initial smart guide. A tad counter intuitive :) 

However, this approach does not work as we're adding the same template. It works if I change the template, however. 

Any other idea? 

Cheers,
Damien

Hi Damien Pochon ,

To be able to kick off multiple of the same Smart Guide template, I was able to do this by following the 'Change Field' action with another 'Change Field' action. In the second action, I set the 'Smart Guide Template' field to a blank value. In my test with that setup, each triggering of the BPM definition created an additional Smart Guide related to the record.

Chris

Hi Damien Pochon ,

To be able to kick off multiple of the same Smart Guide template, I was able to do this by following the 'Change Field' action with another 'Change Field' action. In the second action, I set the 'Smart Guide Template' field to a blank value. In my test with that setup, each triggering of the BPM definition created an additional Smart Guide related to the record.

Chris

Hi Chris Raffle 

Wow that's... not intuitive AT ALL. I had tried forcing a blank THEN setting the correct template but I would never have guessed that the reverse would work. 

The BPM engine definetely needs some lovin'. 

Thanks a lot!

Damien