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Chelsey
Auto Set Opportunity Stage to Expired Based on Custom Field of Subscription End Date
Trying to create a custom workflow that will automatically move an Opportunity from it's current stage of "Live" to "Expired" once the subscription end date equals "today". Having trouble getting the formjula to work:
(IF(logical_test, value_if_true, value_if_false) Subscription_End_Date__c = TODAY() , ( StageName ) = expired
Any thoughts?
Evaluation Criteria:
When a record is created, or when a record is edited and did not previously meet the rule criteria
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Use a formula for your workflow criteria:
Subscription_End_Date__c = TODAY()
If some of these would have a stage of Live and some would not, then change the formula to:
Subscription_End_Date__c = TODAY() && ISPICKVAL( StageName, "Live")
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Field update = Stage
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Time based action:
0 days after Opportunity Subscription End Date
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Remember to activate the rule!
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Rhonda