Process Definition

Hi,

So I am not a developer but I am learning SQL and SugarBPM for work. I was trying to create a process definition as per this article Capturing the Sales Stage When an Opportunity Closes - Sugar Support (sugarcrm.com)

and as per this, I created the Process definition. This says, every time I create or update an opportunity going forward, it should update the field 'Last Stage'

But for some reason, nothing is happening. Can someone help me with this

Parents

0 Vincent Amari 8 months ago

haritha raghavan said:
every time I create or update an opportunity going forward, it should update the field 'Last Stage

So your BPM is running on every change instead of when the opportunity's Sales Stage field changes to "Closed Won" or "Closed Lost"?

.

.

CRM Business Consultant

Reply

0 Vincent Amari 8 months ago

haritha raghavan said:
every time I create or update an opportunity going forward, it should update the field 'Last Stage

So your BPM is running on every change instead of when the opportunity's Sales Stage field changes to "Closed Won" or "Closed Lost"?

.

.

CRM Business Consultant

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