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Sales Process - Updating the stage Combo box
Posted: 04 Aug 09 7:26 AM
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Currently our sales processes are set up so that once you have completed all the steps associated with a stage the 'Stage' combo box will then update by displaying the next stage in the sales process.
For example, once all 3 steps of stage 1 have been completed the combo box will then display stage 2 etc.
However, the majority of the time only 1 or 2 steps in a stage need to be completed so i am trying to get the combo box to update the stage when an activity in that stage is clicked.
For example, i only complete 1 step out of 3 in stage 1, then i click a step in stage 2 and need the combo box to then display stage 2 as the current stage.
I hope ive explained it ok. Any help would be greatly appreciated thanks.
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Re: Sales Process - Updating the stage Combo box
Posted: 04 Aug 09 9:14 AM
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You have to script all of this.....need an indicator in each step that it's a required to complete stage field......need to populate this in the XML when each process is invoked for the first time.....and need to alter the complete Stage checking to include fulfilling all of the required to complete stage fields..
Daunting but doable..... I could post the code (but with a ton of other stuff in it) if so desired. |
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Re: Sales Process - Updating the stage Combo box
Posted: 05 Aug 09 6:43 AM
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Right heres wheres i am. I am managed to code it so the combo box now updates when a user clicks a stepoinside the stage like i wamted it to. The only problem i have to overcome now is that i have to stop the combo box from changing if the users clicks a step in a ne arlier stage than the current one it displays.
For example, the user clicks a step in stage 4 but realises they forgot a stage 3 step. If they go back and complete the step they missed in stage 3 i dont want the stage combo box to change to stage 3 as stage 4 is still their most current stage. |
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