Hi,
I'm ask to add a field that indicates how many days another field (Status) has a specific selection ('New' => 'WIP' => 'Completed').
Is there a way to implement this without 'programming' ?
Thanks for your advice,
Hugo
Hi,
I'm ask to add a field that indicates how many days another field (Status) has a specific selection ('New' => 'WIP' => 'Completed').
Is there a way to implement this without 'programming' ?
Thanks for your advice,
Hugo
I'm pretty sure you are looking for this article.
Thanks André for the incredible quick response ;-)
Do I need to worry about this prerequisite on top of the article you referenced ?
In our business we have sales cycles that can run over months , years...?
Thanks again
Hugo
Hi Hugo,
You can ignore coding for the number of days for an error to be thrown (unless you want it). I have a number of processes where I have a "Number of Days in Process" and some of those have been running for more than a year.
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
Thanks Bud,
During the Connect days in Cologne recently, they talked about the Premier version too (we have Enterprise on premiss, v12). Did I understand it well that out of the (Premier) box , such things as tracking how long a field is in a specific state, can be done with one of the tools delivered with the Premier version ?
Bye now
Hugo
Hi Hugo Geyskens ,
Currently, the 'Change Timers' functionality exists for the Cases module to monitor the duration a case record remains in a status or user assignment. This was added to version 13 of Enterprise so you should see it in your next upgrade.
The framework is there to do something similar with Opportunities, but I am unaware of any planned enhancements to extend that functionality to other modules.
Chris
OK, thanks Chris,
So I have to turn to BPM to solve that request.
Will be a nice first BPM project for me .
Bye now
Hugo
Correct, Hugo! We have Enhanced Forecasting in Sell Premier, which tracks the history of fields in the Opportunities module and creates reports so you can see (among other things) how long an opportunity has been in a given state. We are evaluating how to expand this capability to other modules in the future, but do not have a timeline for it yet.
Lydia Manger
Product Manager — Sugar Discover
Thanks Lydia
:-)
Hi Bud,
In the meantime I have everything up and running as described in the document André was referencing to.
Indeed the 10-value for process cycle limit doesn't seem to have any influence on the process. One record cycled up to 22 times.
Bye now
Hugo