@@ -306,10 +306,6 @@ workflows:
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form_type : oro_date
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options :
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required : true
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- probability :
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- form_type : percent
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- options :
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- required : false
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attributes :
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opportunity :
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label : Opportunity
@@ -410,11 +406,15 @@ workflows:
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- @less_or_equal: [$probability, 1]
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post_actions : # update opportunity properties
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- @assign_value:
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+ - [$opportunity.contact, $contact]
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+ - [$opportunity.account, $account]
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+ - [$opportunity.budgetAmount, $budget_amount]
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+ - [$opportunity.probability, $probability]
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- [$opportunity.customerNeed, $customer_need]
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- [$opportunity.proposedSolution, $proposed_solution]
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- - [$opportunity.probability, $probability ]
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+ - [$close_revenue, 0 ]
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close_as_won_definition :
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- conditions : # if opportunity.status = "in_progress", required data is entered and reason = "won" or "outsold"
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+ conditions : # if opportunity.status = "in_progress", required data is entered and reason = "won"
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@and:
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- @equal: [$opportunity.status.name, 'in_progress']
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- @not_empty: $close_date
@@ -423,11 +423,10 @@ workflows:
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- @and:
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- @greater_or_equal: [$probability, 0]
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- @less_or_equal: [$probability, 1]
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- - @or:
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- - @equal: [$close_reason.name, 'won']
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- - @equal: [$close_reason.name, 'outsold']
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+ - @equal: [$close_reason.name, 'won']
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post_actions : # update opportunity properties, set opportunity.status = "won"
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- @assign_value:
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+ - [$probability, 1]
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- [$opportunity.closeDate, $close_date]
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- [$opportunity.closeRevenue, $close_revenue]
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- [$opportunity.closeReason, $close_reason]
@@ -456,6 +455,7 @@ workflows:
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- @equal: [$close_reason.name, 'outsold']
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post_actions : # update opportunity properties, set opportunity.status = "lost"
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- @assign_value:
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+ - [$probability, 0]
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- [$opportunity.closeDate, $close_date]
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- [$opportunity.closeRevenue, $close_revenue]
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- [$opportunity.closeReason, $close_reason]
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