I have following workflow
Open - Business Scoping - Technology Scoping - Deal Review - Proposed Terms
I have a field on detail screen "Technlology Scoping Required?" with values Yes or No
Every opportunity has to go to Business Scoping. But in Business scoping if the field "Technology scoping required" is NO, it shouldn't go to Technology scoping, but should go to Deal Review.
And if the "Technology Scoping Required" is Yes, I want to make sure thea the "Technology scoping" is updated.
Note: Business Scoping and Technology Scoping is optional and not required.
How can I do this? Thanks
Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...
Connect with like-minded Atlassian users at free events near you!Find a group
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no AUG chapters near you at the moment.Start an AUG
We're bringing product updates and pro tips on teamwork to ten cities around the world.Save your spot