x Want to participate? Join the group to interact
  • State Verified Answer
  • +1 person also asked this people also asked this
  • Replies 6 replies
  • Subscribers 77 subscribers
  • Views 1372 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
willhoward

Opportunity Closed - Task doesn't auto-complete?

SOLVED
Posted By

Hi,

I've noticed that when an opportunity is closed the associated task/s are not automatically marked as complete, is this intentional?

Do I need to have the close rule with a javascript condition or have a sql statement run when closing the opportunity to mark the tasks as complete?

Our scenario is that an opportunity is opened, a quote sent to the customer and a task created to follow up with the customer in 2 days time. However, if the customer comes back before that deadline then we'll progress straight to a sales order and close the opportunity.

This is where we'd expect the Task to auto mark as complete, but it does not. Does this mean the user will have to make sure they also mark the task as complete?

If so this seems rather inefficient.

Please advise, thanks

Parents
  • 0

    This is intentional. This is by design.

    You may think that the because the Opportunity is 'closed' that all outstanding work needs to be completed automatically but that is simply your understanding based on the way in which you have implemented "opportunities" within your company. Your assumption is that all tasks created during an opportunity life cycle are subordinate to the opportunity. But that may not be the case for all organisations.

    In fact Communications are separate entities and may have their own workflows that follow a independent path.

    If you wish to cancel those then you will need to include that in the design of the opportunity workflow. You may wish to use an escalation rule that runs to 'tidy up' communications.

Reply
  • 0

    This is intentional. This is by design.

    You may think that the because the Opportunity is 'closed' that all outstanding work needs to be completed automatically but that is simply your understanding based on the way in which you have implemented "opportunities" within your company. Your assumption is that all tasks created during an opportunity life cycle are subordinate to the opportunity. But that may not be the case for all organisations.

    In fact Communications are separate entities and may have their own workflows that follow a independent path.

    If you wish to cancel those then you will need to include that in the design of the opportunity workflow. You may wish to use an escalation rule that runs to 'tidy up' communications.

Children
No Data

*Community Hub is the new name for Sage City