• JeffD703
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With the Summer'10 release, the Report Builder also is able to edit Summary Reports. During June, we added Boolean filtering and conditional highlighting. As of June 28th, this excludes Matrix reports, and the ability to edit charts. Both of these should be added before September 2010.

I'm particularly interested in:

1) browser compatibility (for instance, we have found and corrected a set of look and feel bugs for IE6)

2) load time and feedback (where we have spent a lot of time optimizing for load-time performance, but still have some work to do on the treeview load time)

3) How you feel about interacting with the builder?

 

We are really shooting for feature parity with the wizard (i.e.. the Builder create or edit everything the builder can) over the next 2 months and for GA  (in Winter'11), but also we want to know requested changes - here, or on IdeaExchange.

 

Tom Tobin

  • June 28, 2010
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Hi

I have a requirement to send emails to notify the owner and their manager if an Opportunity hasn't been modified for more than 8 and 10 days respectively. The only other criteria is that the stage is Pipeline -10% or greater.

Is it simply a case of having a workflow that actions on creation and when it didn't previsously meet the criteria and having that workflow set a time-delayed action to send an email 8/10 days after creation?

My concern is that, for example, an opportunity is created on the 1st with the stage Pipeline so the rule triggers and sets a time delay action for the 8th. On the 2nd the Opportunity amount is updated, changing the last modified date to the 2nd. Will the time flow rule be cancelled, or will it be pushed back to the 9th?

Any Help or suggestions would be appreciated!

Kind Regards

Chris