I have a customer (Sell 13.2) who would like to allow their users to reopen opportunities and restart a smart guide. They have 2 templates (new biz & renewal), so the new smart guide should be the same as the previous one.
Users can create a guide manually, but they would like to automate the process and reset some of the data on the opp.
I've tried 2 methods without success:
- BPM : I tried a "add related record action" > add a smart guide on the opp. That fails: error 500. Also, the action does not have the smart guide template field.
- Action button: action = create a smart guide, prefill template (same as parent opp) and available modules (opp). That fails with "please solve errors" but no error is shown on the page
Since Sugar is a no-code platform, I'd rather avoid doing this via code :)
Thanks in advance!