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Automate 'Business Process Flow' 'Stages'

Author Name: Joe Woltering

There should be the ability to move the stages of a business process flow automatically based on entering of data in required fields.

e.g. I want to move the flow from Stage 1 to Stage 2 when fieldA is populated with value of X

Expecting users to manually advance stages is dumb and counter-intuitive to what CRM is all about.

Status: Under Review
Comments
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Status changed to: Under Review
 
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At the very least, please provide a supported way to do this using Workflows (real-time or otherwise, but synchronous seems the most obvious choice to use)
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Hi Joe, Thank you for your feedback. This is a great suggestion and we will consider this in our roadmap. Regards, Karan
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In general, Workflow steps to switch to any process and any stage would be good (as requested before), but this might depend on the stages not being changed (just as with any process that references another record). Maybe a step to move to the next stage of whatever the current process is would be good, and of course the ability to use conditions to find out the current process flow and stage.
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we should also be able to have a Jscript API and Webresources on the BPF