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Connecting Sequences to Fields

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Posted on by alicanoRM2023

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Hello,

I'm currently instantiating a Sequence on a custom entity which allows me to track activities in a sequence grid. How can I connect the sequence to a field - to change the field status based on the current stage in the sequence.

For example

Sequence stage is Send an Email, the "Sequence Stage" field gets updated to "Email Sent", if it is complete.

Sequence stage is Phone Call, the "Sequence Stage" field gets updated to "Phone Call Complete", if it is complete.

If the stages are not yet complete, then the Sequence Stage field remains at the default or the most recent stage.

If not sequence is connected the Field is hidden.

I have not been able to find a way to connect the sequences to the business rules.

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RE: Connecting Sequences to Fields

Hello,

I don't think a sequence can be used in a Business Rule, but you could maybe use a cloudflow.

Sequence Traget contains the regarding and if it is connected or not.

Sequence Target Step contains the activity ID it is associated to, and the information about the steps.

So you could trigger on create/update, get the Sequence Traget or activityid, get the regarding, and identify what you need to update in your custom table.

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