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Record is created when BPF moves to previous stage

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Posted on by Community Member

Hi all,

I had a requirement to record stage duration of the current stage of BPF. So, I implement using the below link, which was exactly what I wanted.

https://d365goddess.com/track-opportunity-sales-stage-history/

But, I found out that it creates a record if we go back to previous stage and go next.

Plesae, help me through how can I stop creating the record if the user goes back to previous stages. I don't want another record to be created on the same stages.

Thank you.

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Nya 29,060 on at

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RE: Record is created when BPF moves to previous stage

Hi,

You can try to add a field to the entity "Sales Stage History" to record the current stage, e.g. called Current.

Add the two fields Previous and Current into the workflow.

If the Current is a stage before the Previous, the workflow will not create the "Sales Stage History" record.

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RE: Record is created when BPF moves to previous stage

Hi Nya,

thanks for the reply... I will implement that and let you know how it works.

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RE: Record is created when BPF moves to previous stage

Hi Nya,

Tried to implement as suggested. But still got stuck

I will try to explain more ..

I have A,B,C,D,E stages on BPF. The user goes A to D stage and saves and for each stage new

record for stage duration is created. Until this point its good.

But, if he just goes to B stage and does changes and moves to C then again a new record is created which I dont want to do that.

How can I achieve this, with the same WF.

any help will be great..

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