You need to sign in to do that
Don't have an account?
Tim Minotti
Workflow Rule based on previous stage date
We have a date field called book date....what we want to do is create workflow rule to update the bookdate to the date the opportunity stage was changed to "Order Form Recieved". Not sure how to update the field action on my workflow, anyone have any ideas?
Create a workflow which only fires when the stage is "Order Form Recieved":
Rule :
Opportunity : Stage equals Order Form Recieved AND Opportunity : bookedDate equals null
Then update the field bookedDate as :
formula :
today()
Regards,
Ajay
All Answers
You can set every time the record is created/edited
If I use the "Today" formula in my field update action, will the "booked date" field keep changing to the current day?
I want that field to only change one time, as soon as the stage is changed...will setting this to everytime the record is created and editied accomplish this?
Create a workflow which only fires when the stage is "Order Form Recieved":
Rule :
Opportunity : Stage equals Order Form Recieved AND Opportunity : bookedDate equals null
Then update the field bookedDate as :
formula :
today()
Regards,
Ajay