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.
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