Use case:
A potential may have inventory records associated with it, such as a quote, a sales order, a purchase order, and invoice etc. Potential record as a stage field used for pipeline / forecasting etc. Likewise, other modules may also have a stage field in it to track the exact position of it in the sales cycle or any other business process. For e.g. Quotes may have a stage / status field with values such as “Draft”, “Draft Pending Approval”, “Sent” etc.
Now when a Quote has been “Sent”, the user would normally be expected to update the Stage and Amount field for the Potential so he can change the Potential stage to “Quoted” and also update the “Amount” field with the more accurate / up-to-date value for the Potential.
Issue / Limitation: While there is a way to update the values for 2 said fields in Potential module, using a Workflow field update and/or a custom function, it created further limitation with the use of Conditional fields / layouts in Potential module. It was recently confirmed by Zoho developers that,
if a field is used for a conditional layout, it cannot be updated using workflow field update.
Having the ability to manually update fields from other modules “during” a transition in a Blueprint, would solve this. And chance we can have this?