How to manage completion conditions for the [Open record page] element
In the opportunity business process covered in articles “How to open a new record page“, “How to create a new connected record“ and “How to edit records“, the “Close opportunity” element will be completed once the opportunity record is saved.
Example
To complete the “Close opportunity” process step, the user must actually close the opportunity by changing its stage to “Closed won” or “Closed lost”.
Use the [Open edit page] element to specify conditions for its completion.
To have the opportunity process (Fig. 1) end only if the opportunity is closed:
1.Select the “Close opportunity” element on the process diagram.
2.On the element setup area, select the “If the record matches conditions” in the [When is the element considered complete?] field.
3.Use filter to specify conditions that the opened record must meet for the element to be completed. To complete the element if the opportunity is assigned certain stages, set up filter by the [Stage] field (Fig. 2).
Fig. 2 Setting up item completion conditions
4.Save the process.
See also
