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ChelseyChelsey 

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?

rpr2rpr2

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

 

Message Edited by rpr2 on 03-11-2009 09:06 PM
Message Edited by rpr2 on 03-11-2009 09:09 PM
Message Edited by rpr2 on 03-11-2009 09:11 PM
Message Edited by rpr2 on 03-11-2009 09:12 PM