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Rico78130 work flow rules
I have created a work flow rule on opportunities that sends an email notification everytime a opportunity has been created or edited. However, is there a way to have the flow rule work send an email notificiation only when a new opportunity has been created or when the stage has been changed?
Sometimes the stage can go back to previous stage so the option "When a record is created, or when a record is edited and did not previously meet the rule criteria" would not work for me. I don't want an email sent everytime an edit has been done.
esaThis may be kludgy but you could create a non-visible, non-editable field that keeps track of the highest stage the opportunity has ever been set to. Then your workflow rule can run when the stage is higher than the highest stage value.