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iSqFt_AD
Workflow Rule Formula that reacts to a Roll Up Summary
I have a custom Account field called Closed Won Opps. It counts the number of Closed Won Opportunities on the Account. I have a custom date field on the Account as well that I want to populate with TODAY() when the Closed Won Opps count goes up.
It wont let me use a formula like ISCHANGED(Closed_Won_Opps_c) so I am asking for your help.
Thanks!
Not sure if you can do this with a WFR, you might want to try creating a Roll-Up Summary field that returns the MAX Closed Date of Closed/Won Opportunties
Is your suggestion possible?
...nevermind...
MAX Closed/Won is definitely possible, I use it on my Prod SFDC Org