TRACK OPPORTUNITY SALES STAGE HISTORY
Our Requirement in the business process flow is how we calculate every step time-consuming need to capture and show.
Step 1.
First, we can create an entity to store the BPF stage history and use real-time workflow to create the new entity records.
Step 2.
Then create some fields. Add them to the main form.
- Opportunity – Lookup field
- Previous- Single line of text field
- New – Single line of text field
- From – Date and time field
- To- Date and time field
- Duration(hours) – Whole number (Calculated field)
Step 3. Create a calculated field on an entity to calculate the difference between ‘Start Date’ and Now().
Step 4. Create real-time workflow.
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Hi,
If any one want to give the stagnation and change its most welcome.
Thanks!!
Rajesh Singh.