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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