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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? 

  • 0 in reply to Tony Romano

    Hi ,

    of course, I totally got that! :)

    It's just that we have been doing stuff like that so often, and have like 20 different places in the system, where we are automatically creating names or copying information from one field and module to another etc. and I just don't see, why I should be adding even more to this list (it has to stay manageable, in the end) just to be able to use this, sorry, but quite poorly designed dashlet (and regarding there is a solid, yet definitely not great workaround with the list view dashlet).

  • 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