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How to update the opportunity stage when you insert the data in the form.

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Posted on by JasonZhou

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Hi,

Need help on this. When you insert or select from dropdown in the form, it will automatically populated in the stage without save the form.

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Leads or Opportunities

Quotes / Orders / Invoices

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Leah Ju Microsoft Employee on at

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How to update the opportunity stage when you insert the data in the form.

Hi Partner,

When you insert or select from dropdown in the form, it will automatically populated in the stage without save the form.

That's to be expected.

Because essentially, they are the same field on the case entity, just placed in different locations(form and stage of BPF).

--Simple example, put the same field twice on the form, their values will be populated at the same time.

Through checking the 'Phone to case' BPF stages:

--In the stage, case id selected entity.

--In data step, fields are listed from case entity.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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