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hermitage
validation rule
HI,
I want to write a validation rule. The scenario is lead status must be changed from open with in 48 hours and if not the refferal will loose his visibility. How can i do this?
You could create a workflow:
1. Create workflow on the Lead object.
2. Name the workflow
3. Entry criteria - Lead Status = Open
4. Select Time Based Workflow
5. Set to 48 hours after rule trigger date
6. Add workflow action - Field Update
7. Select the Owner field
8. Change the owner to someone else (sys admin or manager)
9. Add workflow action - Send email
10. Create the email and have it alert the manager and owner that they lead has been removed
11.Activate workflow
12. Create a test lead to try it out.
Try that.
All Answers
If you are on EE or UE you might be able to do something like that using a Workflow Rule with a Field Update
You could create a workflow:
1. Create workflow on the Lead object.
2. Name the workflow
3. Entry criteria - Lead Status = Open
4. Select Time Based Workflow
5. Set to 48 hours after rule trigger date
6. Add workflow action - Field Update
7. Select the Owner field
8. Change the owner to someone else (sys admin or manager)
9. Add workflow action - Send email
10. Create the email and have it alert the manager and owner that they lead has been removed
11.Activate workflow
12. Create a test lead to try it out.
Try that.
Are you all set now, or do you still need help with anything?
yes..i got the solution. thanks for the replies.:smileyhappy:
you should mark @levi6db post as the Solution then