Hello, I would like to create a BMP for Approving Opportunity Probability change to 75%. Once that happens, I would like a user to receive a notification to approve that opportunity. If she approves, this is the end of process. If she does not - I would…

Hello, Would it be possible to set-up cross-field updates on the same Module. We are updating Comment Log weekly, and it does show a great summary on the Opportunity, but cannot be added to the List view. We also have a Next Steps field that is…

Hi all, I have a status field that I want to be read-only (so users can't manipulate it) and have the value changed by business process definitions only. This doesn't seem to be possible. Business process definitions are denied the ability to manipulate…

Hi everyone. I am converting one of our old workflows into the new BPM. However on this we use alt text plus a link to feed into our survey feature. On the old workflow we do the following: http://[URL].com/?=9&nme={::future::Opportunities::contacts_opportunities_1…

I was wondering if you can point me in the right direction for what I’m trying to do here… When a Revenue Line Item (RLI) record is created (either during Opportunity creation or otherwise), we want to set the RLI Likely field to a value equal to the…