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christin mathewchristin mathew 

Automatically Check a checkbox on opportunity only when an Opp is changed to 'Closed Won'

Best Answer chosen by christin mathew
Jithin Krishnan 2Jithin Krishnan 2
Hi Christin,
You can create a formula field with return type as Checkbox. The formula will be:
​if( ISPICKVAL(StageName , 'Closed Won') ,true,false)

This checkbox will be checked (true) when the Stage is changed to 'Closed Won'. In all other cases it will remain unchecked (false). Please let me know if this helped you.
Thanks!

All Answers

Pramodh KumarPramodh Kumar
I created a workflow for you scenario, here is the figures and let me know if you need any other helpUser-added imageUser-added image
christin mathewchristin mathew

thanks pramodh. do we can use validation rule to automatically check a private checkbox when status changed to closed won. 
Jithin Krishnan 2Jithin Krishnan 2
Hi Christin,
You can create a formula field with return type as Checkbox. The formula will be:
​if( ISPICKVAL(StageName , 'Closed Won') ,true,false)

This checkbox will be checked (true) when the Stage is changed to 'Closed Won'. In all other cases it will remain unchecked (false). Please let me know if this helped you.
Thanks!
This was selected as the best answer
christin mathewchristin mathew
thanks jithin, it helps
Jithin Krishnan 2Jithin Krishnan 2
Great! Please mark the answer as the best answer. Thanks.