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Sugar 7 Enterprise Workflow to Process Maker

Question asked by Offshore Evolution on Apr 28, 2017
Latest reply on May 1, 2017 by Offshore Evolution

Hello,

 

In the old workflow it was set up as follows:
(Opportunity Module)

1st Workflow

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CONDITION
Description: Value:
When “CustomField” Date was more than '1 day' ago  
When a field in the target module contains a specified value Accounting Stage Does not Equal Closed Invoiced
When a field in the target module contains a specified value Sales Stage Equals Closed/Won

 

ACTION
Details Type:
Advanced Show Actions Update fields in the target module
Set Job Overdue as Yes

 

2nd Workflow

----------------

When a field in the target module contains a specified value Accounting Stage Does Equal To Closed Invoiced
When a field in the target module contains a specified value Sales Stage Equals Closed/Won

 

ACTION
Details Type:
Advanced Show Actions Update fields in the target module
Set Job Overdue as No

 

We have created below Process Business Rule. We have set 1st and 2nd Workflow in one Process Business Rules.

 

Problem:

------------

Test Case 1: When accounting_stage is not equal to "Closed Invoiced", job due is checkbox checked on update record.
Test Case 2: When accounting_stage is equal to "Closed Invoiced", job due is checkbox not un-checked on update record. 

 

Why does not work Test Case 2 ?

 

How can I set “CustomField” Date was more than '1 day' ago?

 

 

Thanks

Asif

Offshore Evolution Pvt Ltd

 

Ramana Raju Santhana Francesca Shiekh Matt Marum

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