Question

Process called from Cases.

I have created a process that is now currently running from the record in section. 

Idea is : 'Opportunity' should be allowed to be in Stage 'Closed Won' once the activity at Contracting is stage is complete . This activity can only be completed if there is an order created  for the opportunity. 

 

Now , I want to call this process from Cases . Could you please suggest how can we do it so that user does not have to run the process manually.

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1 comments

There is an opportunity to add a sub-process to a stage of the case (https://prnt.sc/p5rb82). The sub-process will be launched automatically when the stage is active. After adding the sub-process please select the needed business process in the properties block (https://prnt.sc/p5reg5)

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