Details about this thread
  • State Not Answered
  • Replies 5 replies
  • Subscribers 324 subscribers
  • Views 66891 views
  • Users 0 members are here

Last "activity" date on an opportunity

Bob Bundy

Hi there -

There is an article about how to use Sugar Workflow Management to record a "last activity" date on an Opportunity whenever a meeting, call, or task occurs.  Workflow Management is being replaced by BPM so we want to do the same thing with BPM.

Another forum user submitted a post saying that they had figured out how to do the same thing with BPM - but hasn't responded when we asked "how"?

Can anyone help?  We know we'll create a "last activity" field on the Opportunity and then update it whenever one of those events happens.  We'd want to update the last activity field whenever a call or meeting is "HELD" or a task is "COMPLETED" and figure we need 3 process definitions.

It's easy enough to trigger an event in BPM when one of those statuses changes but we can't figure out how to update the last activity field in the opportunity that's related to the call, meeting, or email.

Any assistance would really be appreciated.  If there are manuals or articles with all of this explained, please let me know - I just haven't been able to find anything.

Thanks so much!

Bob

  • 0 Sugar Employee Badge

    Hi Bob,

    There is no intention at this time to remove Legacy Workflow Management from Sugar's core product, so doing this with Legacy Workflow is still the approach my team here at SugarCRM Support suggests.

    On occasion, we have had customers attempt this with SugarBPM and run into various challenges. In those scenarios, we have referred them back to the documented approach using Legacy Workflow. If plans to deprecate it ever arise, this is a use case we would ensure gets resolved, as it is a process we have documented on our site.

    While I know this does not address your question of how it could theoretically be done in SugarBPM, I hope it helps address any sense of necessity or urgency you might have been approaching this with. As far as I can tell, Legacy Workflow is here to stay. 

    Regards,
    Patrick McQueen
    Director, SugarCRM Support

  • 0

    Hi Bob,

    I had created fields in Accounts and Contacts that looked for the last Email and last call using:

    maxRelatedDate($archived_emails,"date_sent") -and- maxRelatedDate($calls,"date_entered").

    But those fields required saving the contact or account record to do the update.

    I found a package on the Sugar Outfitters that does the function I needed, and I've been working with them on an issue which may be fixed in the Beta release I'm testing now.  The add-on creates four fields (Last Activity, Last Email, Last Call, Last Meeting) in multiple modules.

    You may want to look at it.  They offer a "free" 30 day trial, and the product is USD $299.00 per year.

    www.sugaroutfitters.com/.../last-activity-dates

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

  • 0 in reply to Patrick McQueen

    Hi Patrick.  Thank you very much.  I appreciate it.

  • 0 in reply to Bob Bundy

    Hi Bob,

    Enable Services has updated their offering (Release 2.0.3) and all of the issues I had with the product have been fixed.  I think the addon will do what you were seeking.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)