On change of a specific field's value, the case should be updated automatically without any user interaction or confirmation needed to replace the case.
I want the case to be automatically replaced based on its condition.
This is basic system functionality—if a DCM has previously been used in requests (or other areas) and work has already been done in it, the system does not update it, as it may not be necessary for the user. Therefore, on the left side, you’ll see an icon that first prompts for confirmation to apply changes for the current request.
Currently, this behavior is not adjustable, but we will keep you informed of any updates on this feature. We've registered your request with our R&D team to explore the possibility of customizing the progress bar’s stage visibility based on screen width in future releases.
Stage can be changed using the business process triggered on a field modification. The process should change the status of the record to the desired one. As a result the progress bar status will be also changed. There is no development in it, a simple business process is needed.
Unfortunately, there is no such possibility now. We have registered a request for the development team to consider adding this option in future updates.
Unfortunately, there are no approximate timelines for implementing the functionality. However, you might be interested to know that we have the functionality to change DCM conditions on the pages.
We would also appreciate it if you could provide more details about the business task you plan to implement.
I have a requirement of different colors to show in the progress bar of lead section. As if the stage is Qualification it needs to be in yellow, if its in nurturing it needs to in different color? How can we achieve this. Can anyone help ?
Unfortunately, we do not yet have an out of the box solution for such a request, hence we have registered an idea for our R&D team to further implement such feature in our future versions.
