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BPM date fields

Leaya Putnam

If there was a meeting that had been scheduled and the date/ times has passed, and sales has not updated the meeting, can the status automatically update to CLOSED or something equivalent.

I was trying to achieve this using BPM but I cannot use the criteria scheduled date is less than the current date - is their another way to achieve this? 

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    Hello,

    You could design a process in Sugar BPM that would set the status to "Closed - not confirmed" (not "held") with a timer (start date + 1 business day for instance) and a condition that checks if the meeting is still "scheduled". 

    A few words of caution: 

    1. This may not scale well if you have a lot of meetings since you will have running processes
    2. Do not set the status to "held": as mentionned in other comments, this won't help with data quality and good habits. A custom status will help you create list views with "meetings to be worked on"

    You could design a process that would first send a reminder ("please fill in your meeting report") and only after another grace period would close it and report to to the manager (if you're being evil :) )

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

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  • 0

    Hello,

    You could design a process in Sugar BPM that would set the status to "Closed - not confirmed" (not "held") with a timer (start date + 1 business day for instance) and a condition that checks if the meeting is still "scheduled". 

    A few words of caution: 

    1. This may not scale well if you have a lot of meetings since you will have running processes
    2. Do not set the status to "held": as mentionned in other comments, this won't help with data quality and good habits. A custom status will help you create list views with "meetings to be worked on"

    You could design a process that would first send a reminder ("please fill in your meeting report") and only after another grace period would close it and report to to the manager (if you're being evil :) )

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

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