Select Page

A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario you need to implement a business rule that will change the business process flow &  stage on the opportunity entity when the estimated revenue of the Opportunity is set to less than $1,000. 

You can use this example to perform either of the two actions,

  • Change the Business Process Flow & the Stage
  • Just change the Stage of the current Business Process Flow


Note1 : If you are using CRM 2015 Update 1 or higher you will need to also set the field named traversdpath in order to get this to work correctly
Note2 : If you are using CRM 8.0+ or above do not use this KB article as it no longer applied. Instead look at these  KB articles ,

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • Use the FindValue() function to lookup the guid of the required business process flow
  • Use the FindValue() function to lookup the guid of the stage 
  • Use the UpdateRecord() function to update the opportunity record with the 2 guids from above
  • The formula type is set to Process Genie so we can call the formula from a wortkflow 

View this article in full on our support portal