by Jackal Software

Have calculated fields and logic hooks that your business depends on for reporting and business logic. Unfortunately those rules only run when a record is saved. Background Updater runs in the background to ensure your records are regularly updated so you can be sure your data is up to date.

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#3347 - What kind of filtering/criteria is available?

Closed General Question created by kgm 4 years ago

Hi Very neat idea! In order to not update all records, there must be a criteria or filtering. Use case would be only update open Opportunities (not 0% or 100%). What options are there? thanks, KGM

  1. namcorp member avatar

    Jackal Software Provider Affiliate

    4 years ago

    Hello there, Thanks for the question.

    Right now I do not have any filtering built in. I have thought about how to implement that but I haven't worked on that feature yet. It could potentially get tricky with custom fields and fields being removed etc.

    If that is something you would need a bit of custom work on a package for your instance if you are interested. Feel free to reach out to me at shad@jackalsoftware.com if you are interested.

    Thanks again.

    • kgm member avatar

      kgm

      4 years ago

      Hi again. I would say that a criteria / filtering would be a total must for this plugin to be scalable and useable. For example, similiar criteria og Sugar Advanced Workflow uses. Just a tip :) Thanks, KGM

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