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Iswarya Sekar 9
I want to create a task along with due dates when opportunity has different stages.
When an opportunity goes into a certain stage, we would like tasks representing the “next steps” to be automatically generated. Requirements include:
- Tasks should only be auto-generated for records with a record type of National Account
- All tasks should be assigned to the opportunity owner
- If the opportunity is moved to the next stage while there are incomplete auto-generated tasks, those open tasks associated with the prior stage should be closed, with a completed date reflecting the same date that the opportunity stage changed.
- Note that tasks that have been manually created by the user should be kept open.
Stage | Tasks |
Prospecting | Task Name: Complete Sales Information Due Date: 2 Business Days from Stage Start |
Idea Generation | Task Name: Product Sourcing Due Date: 3 Business Days from Stage Start Task Name: Send Presentation Due Date: 5 Business Daye from Stage Start Task Name: Idea Presentation Follow Up Due Date: 8 Business Days from Stage Start |
Sample Request | Task Name: Order Samples Due Date: 2 Business Days from Stage Start Task Name: Sample Follow Up Due Date: 7 Business Days from Stage Start |
Proposal / Price Quote | Send Quote – 5 Business Days from Stage Start Quote Follow Up – 7 Business Days from Stage Start |
Negotiation / Review | N/A |
Closed Won | N/A |
Closed Lost | N/A |
Pradeep Singh
Hi, This can be done using trigger.
Iswarya Sekar 9
Can you send me the code?