How can I store todays date in a date field ?

Hi Hugo Geyskens ,

SugarBPM is perfectly suited to meet this use case. The foundation of your process definition would have the following:

• A start event on all updated records with a field condition of the status changing to the desired trigger values:
  
• An action event set to 'Change Fields' and updating the custom date field to a value of 'Run Time' so it records the current date:
  
• An end event to conclude the process

Once you connect all those elements on the canvas, it should look like this:

Let me know if you have any questions!

Chris

Hi Chris,

I've entered your suggestions as displayed/described. Restarted my webbrowser (don't know if that was necessary). Closing a lead  however does not fill in todays date in my "Date Closed" field.

Is this something that should be visible immediately ? Is there something I overlooked ? (your solution seems the simplicity itself, so... ;-) ) 

Thanks

Hugo

Hi Hugo Geyskens ,

When creating a new process definition, it is disabled by default. Did you check to ensure the status is enabled? If it is enabled, do you see a new entry get created in the Admin > Process Management section? If you don't see a corresponding entry in Process Management, then the process start event is not triggering based on the conditions you set.

Let me know your findings and we can dig deeper if it still isn't working.

Chris

Hi Chris,

Process was indeed switched to 'enabled', but Process Management didn't show it after I tried to close about 3 leads....
Removing the condition on the Start event completely however, did triggered the process and copied the date into the Date closed field...I added 1 status back in the condition field, still worked, added OR and a second status, still worked, added OR and the 3rd status : now it keeps on working well. Weird things, computers...
So thanks a lot for your hint : we made another user very happy. ;-)

Bye now

Hugo

Hi Chris,

Process was indeed switched to 'enabled', but Process Management didn't show it after I tried to close about 3 leads....
Removing the condition on the Start event completely however, did triggered the process and copied the date into the Date closed field...I added 1 status back in the condition field, still worked, added OR and a second status, still worked, added OR and the 3rd status : now it keeps on working well. Weird things, computers...
So thanks a lot for your hint : we made another user very happy. ;-)

Bye now

Hugo

Hi Hugo Geyskens ,

I've also encountered similar "ghosts" when working with SugarBPM where recreating the element worked. It's a strange issue, and by the time you fix it, you've lost the ability for Sugar Support to diagnose what happened since it now works. I'm glad to hear it's working for you!

Chris