Sugar: Customize The IsClosed Detection

  • Updated

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.

Module Field Expression
 Call status Held|Not Held
 Case status ^Closed.*
 Meeting status Held|Not Held
 Opportunity sales_stage ^Closed.*
 Project status Published
 Quote quote_stage ^Closed.*
 Task status Completed

 

Change for Riva Cloud

Change for Riva On-Premise 2.4.37 or higher

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

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.

 

<?xml version="1.0" encoding="utf-8"?>
<configuration>
  <appSettings>
    
<add key="Crm.Opportunity.IsClosedRegexOverride" value="^Closed.*|^Active - Delayed" />

  </appSettings>
</configuration>

 

 

 
 
 

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