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?
@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 .