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Michael Rogers 10
Logic and architecture question
Within the application ive built, i capture a start date and an end date on an opportunity. I can now show a visual of when things are due to start and due to end, but the question i'm now being asked is can we tell how many concurrently are running.
So as an example i have Opportunity 1, with a start date of 20/1/01 and an end date of 20/6/01, but i want to find out what's running on 20/03/01. Any ideas on the best way to model the data or build the logic in order to achieve this. The outcome would be a dashboard report which shows by month how many we have running ie it's past the start date but not past the end date.
Thanks in advance!
So as an example i have Opportunity 1, with a start date of 20/1/01 and an end date of 20/6/01, but i want to find out what's running on 20/03/01. Any ideas on the best way to model the data or build the logic in order to achieve this. The outcome would be a dashboard report which shows by month how many we have running ie it's past the start date but not past the end date.
Thanks in advance!
How this processes are being captured today I mean manually or automation?
Are you showing those running things currently anywhere on UI?
Sorry need clarification before proposing any right solution.
Here is tentative solution based on my current understanding and assumption.
Create a new Object with the following fields
1. Opportunity__c -> MasterDetail to Opportunity
2. Date__c -> Date of the currently running process (validation rule the date must be within the due date of opportunity Start & End Date)
3. RunningProcess__c -> Text or PickList (if predefinded List)
This is just a blind Solution with very brief understanding
Thanks for the reply. There's no actions, process or anything else that runs from this or depends on it.
Based on my example above i'm almost looking for an out put like this;
20/3/01 - 32 opportunitiesFuture Date | No. of opportunities live at that point
20/4/01 - 18 opportunities
20/5/01 - 12 opportunities
20/6/01 - 15 opportunities
So i could build a new object, but it would need to dynamically add new rows for future dates, as i wouldnt want it the backend to have to insert new dates in manually.
a) Create a Task for each day that an Opportunity is active for (since Tasks only take 1kb or storage space) and create a summary report
b) Use a Visualforce page/ Lightning Component report
The volume of Opportunities and the expected growth would dictate which of the two solutions would work better for you
Based on your last information, no need to create any new object or anything. Just