Sugar: Customize The IsClosed Detection

In both Riva Cloud and Riva On-Premise, it is often important to determine if a module is considered closed and should be considered an inactive item.

Module and Field Listing

The Expression column stores a regular expression to match the value returned from the CRM.

Change for Riva Cloud

• Contact the Riva Success Team.

Change for Riva On-Premise 2.4.37 or higher

• Apply the following advanced option to the CRM connection:

  Crm.[ModuleName].IsClosedRegexOverride = [value]

  Replace "[ModuleName]" with the module name (without quotation marks and square brackets), and replace "[value]" with the appropriate regular expression.

Example:

Situation: A new status was added to the Opportunity module to track opportunities that are delayed but not closed, but they should be considered as closed items.

Crm.Opportunity.IsClosedRegexOverride = ^Closed.*|^Active - Delayed

Change for Riva On-Premise 2.4.36 or older

• Create or modify the App.Setting file named Omni.Riva.CrmMonitor.exe.config to enable the following advanced option:

  <add key="Crm.[ModuleName].IsClosedRegexOverride" value="" />

  Replace "[ModuleName]" with the module name (without quotation marks and square brackets), and set the "value" with the appropriate regular expression.
   

Example: App.Setting override for the Opportunity module

Situation: A new status was added to the Opportunity module to track opportunities that are delayed but not closed, but they should be considered as closed items.