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Scenario Overview


In this business scenario the requirement is for the Business Process Flow to move to different stages depending on the value of a field (Est. Revenue). 

It is required to do this automatically upon saving the Opportunity. The business rules are as follows:

If the estimated budget is greater than 500, move the Business Process Flow to the Propose Stage.
However, if the estimated budget is greater than 1000, move the Business Process Flow to the Develop Stage.  

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type Save - Perform Action is created on the Opportunity entity
  • When the Est. Revenue field is changed the formula will execute
  • The Business Process Flow will automatically be set to the appropriate stage according to the rules outlined above

N52 Formula Manager Steps


The following set of steps outline how to create this Formula

  • Create a new formula of type 'Save - Perform Action'
  • Set the Mode to 'Server Side'
  • Set the Source Entity to 'Opportunity'
  • From the Commands menu select 'Toggle Editor '
  • Click Save
  • Click on cell A2 and then click on the Source tab
  • Search for "est"
  • Under the Source node, click on Est. Revenue
  • Click on cell A4
  • Enter >1000 
  • Click on cell B4 
  • Click the Functions tab
  • Search for "BPset"
  • Under the System node, Shift + click BPSetActiveStageSS to open the function wizard:
    • For Friendly Name, enter Set Active Stage to Develop
    • For Type, set it to Actions
    • For Entity Name, select Opportunity
    • For Record ID, select Opportunity
    • For Business Process Flow Name select Opportunity Sales Process
    • For Business Process Flow Stage Name select develop
    • Click Generate
  • Click on cell A5  
  • Enter >500 
  • Click on cell B5 
  • Click the Functions tab
  • Search for "BPset"
  • Under the System node, Shift + click BPSetActiveStageSS to open the function wizard:
    • For Friendly Name, enter Set Active Stage to Propose
    • For Type, set it to Actions
    • For Entity Name, select Opportunity
    • For Record ID, select Opportunity
    • For Business Process Flow Name select Opportunity Sales Process
    • For Business Process Flow Stage Name select propose
    • Click Generate
  • Click Save