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automatic-part-creation
Auto Part Creator
by DevRev

Auto part creator

Snap-in that automatically creates sub-parts under the main part whenever an account transitions to Closed Won.

The snap-in enables the automatic creation of parts (a feature and an enhancement) with the details of the Account under the part that is given in the configuration (Ex: CSS: Customer Implementation part) whenever an account's forecast state changes to Closed Won.

How to use the snap-in

  • Fill the configurations (that is Select the part under which the sub-parts need to be created) and deploy the snap-in.

  • After deploying the snap-in, whenever the account gets created or updated with the Forecast Category as Closed Won, the snap-in gets triggered.

  • Then a feature gets created and linked to the selected main part and an enhancement gets created and linked to the newly created feature.

  • The created parts will include information such as the name, description, and the owners sourced from the account.

  • The custom field named CSS Implementation Tracker gets auto-populated with the path to the created feature.