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Hi this is just a general discussion,
On updating the status reason based on moving through a business process flow
There are ways to update status reason by workflow on stage exit and you can use JS etc...
Previously this could be done out of the box straight forward but -As step-name has been deprecated https://www.crmug.com/communities/community-home/digestviewer/viewthread?MessageKey=e1bbd066-ef76-40cc-bb8b-402dbb8dd647&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer
Just wondering what everyone else is doing within the wider community when it comes to updating status reasons
You could/should create a workflow for the BPF entity with trigger on change of Active Stage to set the Status Reason of the related entity record.
I hope you are well!
Many thanks for the reply I have done similar to this and also using the generic Stage exit/entry on BPF - are there any plans you are aware of for Microsoft to set this Out of the box?
You can even use Business Rules to set the pipeline phase or status reason on the related record, but the form should be saved to commit the change.
See example: crmkeeper.com/.../
Since there can be multiple instances of multiple BPF's active on one record, I don't think an Out of the box solution can be expected.
Very good point but we historically were able to do this using the stepname- for certain projects I have seen It's been re-created using a realtime workflow and a text field to write the values in. Really good/useful ideas to consider though many thanks as usual Stefan!
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