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We want to use a different status for a certain type of contract.  When the Activate button is clicked, if the Agreement Product is x I want the status to be 'Signed and Returned - Perpetual'.  Everything else should just default to 'Signed and Returned'.  Is there a way to do this?
1 Antwort
  1. 27. Okt. 2016, 09:39
    @Sara : You can use a Workflow Field update and then configure it as , if the type is not equal to "Your Certain Type" then update Status to "Signed and Returned" . Let me know your thoughts on this .
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