A business process can be
used to capture the last sales stage prior to the opportunity being closed.
Select the Opportunities base
module and set the record type to New and Exising Records Only.
As we are only interested in tracking
the changes to the Sales Stage, edit the filter and apply changed filter.
There are no settings on the
gateway. Instead, the settings are on
the paths out. With an Exclusive
Gateway, you can have many outputs, with one being the default. The default path out has no filter
The operation is Save Module
and the Module is Opportunities. The Source
ID is set to [ID] to reference the ID of the process.
In the list of fields that
are updated, LAST_STAGE_C is set to the current value of SALES_STAGE. It is important to note that LAST_STAGE_C was
created prior to creating this business process.
The end event has no settings.
Only the path from the gateway to the end requires an
expression as the other path will be treated as a default. In this path, Closed Lost and Closed Win are
both treated as the opportunity being closed.
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