Hi all,
I have the following issue on Sage CRM Lead page.
- the lead pipeline is not tally with the list.
- the state "Approved" is duplicated on the pipeline.
which view table can I check for the pipeline?
thank you.
Hi all,
I have the following issue on Sage CRM Lead page.
which view table can I check for the pipeline?
thank you.
Hi Murni
Found this in some customers.
It looks like the query used to draw the pipeline, performs a query using SQL “like”
If you have two or more stages in your oppo_stage values that contain the same text in the code (capt_code), you will have duplicate stages in the pipeline.
The only Workaround I found in this version is change the stages to avoid these duplicates.
Wonder this has been corrected in later versions.
I do have Approved and NotApproved, and I have use it a lot in my workflow. Do you know which view the pipeline use?
HI Murni.
Not really, as far I know this is hard coded.
I know that changing oppo_stages could be a nightmare, as the oppo_stage could be referenced in a lot of places.
This query would show in what rules action is used the field oppo_stage, so you can easily check:
select * from vWorkflowActions where WkAc_Field = 'oppo_stage'
This query also would show you in wich rules the field oppo_stage is used in the javsscript condition (transition rules) or where clause (escalation rules):
select * from vWorkflowRules where WkRl_JavaScript like '%oppo_stage%' or WkRl_WhereClause like '%oppo_stage%'
Hope this help if you decide change one of the oppo_stage codes.
*Community Hub is the new name for Sage City