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TCluffTCluff 

Need help with custom formula to fire workflow based on Opportunity Stage duration

As part of our business processes, when an Opportunity is at stage ="Commitment Form Received" for > 5 days, I want to fire a workflow to downgrade the stage to the prior stage ="Requalification", and send an email.

 

Can anyone help me write the formula for this to happen?

 

Thanks in advance for any suggestions.

 

Tyeson

clark211clark211

Hi Tcluff,

 

I think this is what you need:

 

Put a field on the Opportunity called Stage_Change_Date.  Write this workflow:

 

AND(ISPICKVAL(StageName, "Commitment Form Received")

 

Write this field Update:

 

TODAY()

 

Then you need another Workflow like below.

 

AND(ISPICKVAL(StageName, "Commitment Form Received"), TODAY()-Stage_Change_Date__c >5)

 

Then, just put a Field Update to change the Stage and an E-mail alert as Workflow Actions.  This should take care of it!
clark211clark211
The smiley faces are not supposed to be smiley faces, it's a parens.
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Use the Code Clipboard Icon (with a "C") located in the Post Message Toolbar above the Post Message window.

 

DOH!!!

 

Use the Code Clipboard Icon (with a "C") located in the Post Message Toolbar above the Post Message window.
 
 
 
 
Message Edited by Stevemo on  11-06-2009 03:15 PM
Message Edited by Stevemo on  11-06-2009 03:15 PM


petec@i2isyspetec@i2isys
For the workflow, how would you write that if you wanted to evaluate more than one stage?
 
For instance:
AND(ISPICKVAL(StageName, "Commitment Form Received"), TODAY()-Stage_Change_Date__c >5)
AND(ISPICKVAL(StageName, "In Process"), TODAY()-Stage_Change_Date__c >10)
 
etc.