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I have an issue with my business process flow from Opp to Quote:
- Once I create a quote, it doesnt show.
- If from the opportunity I click "Next Stage" and select the quote, it then shows the BPF on the quote.
- If I click the quote on the subgrid, it still doesn't show.
Can anybody tell me why it doesn't show once I create the Quote originally?
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Hi,
process flows can include different entities, but they have to be "linear" anyway. You start with one record, you proceed to another, and so on.
When you are adding a quote to the opportunity from the subgrid, it does not automatically become part of the process. You can have more than one quote, after all. When you use BPF "next stage" to sort of link that particular quote to the process, it becomes part of the process, and you start seeing the BPF for that quote as well.
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