"Date modified" by a human (i.e. user)?

Hi y'all.

Ok, so I have this process in our instance that counts the days the opportunity is in each sales stage:

Working fine and dandy. However, the Opportunity record is updated every day by the Sugar Admin user in order to add 1 day to the appropriate count field. A manager wants to see when the record was updated by a human (his sales staff) but cannot because of this process. Any idea for a workaround?

Thanks,
KGM

Parents
  • Hello  Kristjan

    As you know, Sugar does not differentiate user and automation because automation is performed on behalf of the user. So the possible solution is just not to update the Opp record automatically.

    Have you tried to move the autoupdated field to the custom module related to Opp as one-to-one?

    That might help to protect the record from recording autoupdates as record modifications 

    I haven't tried, consider as an idea

    Best,

    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Hello  Kristjan

    As you know, Sugar does not differentiate user and automation because automation is performed on behalf of the user. So the possible solution is just not to update the Opp record automatically.

    Have you tried to move the autoupdated field to the custom module related to Opp as one-to-one?

    That might help to protect the record from recording autoupdates as record modifications 

    I haven't tried, consider as an idea

    Best,

    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Children
No Data