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We have a field called Type, with three options: New, Upsell, Renewal.  I'd like for all opportunities with field type picklist option=Renewal to automatically update the stage picklist to 'Customer Review', but only when it's first created.  Workflow rule?
1 Antwort
  1. 22. Nov. 2016, 20:22

    Adriana, this can be easily accomplished via a workflow rule. This is how you can create it:

    1. From Setup, click Create | Workflow & Approvals | Workflow Rules.

    2. Click New Rule.

    3. In the Object drop-down list, choose Opportunity, and click Next.

    4. In the Rule Name text box, enter relevant text.

    5. In the Evaluate the rule when a record is: field, select:

    created

    6. In the Rule Criteria section:

    Select formula and then do this:

    TEXT(Type) = "Renewal"

    PS: You can select the above using the filter options as well (don't need a formula in that case).

    7. Click Save & Next.

    8. Now let's create the field update action for this workflow rule.

    In the Immediate Workflow Actions area, click Add Workflow Action, and select New Field Update.

    9. In the Name text box, enter a relevant name for Field Update.

    10. In the Field to Update drop-down list, choose : Stage

    11. Under Specify New Field Value, choose:

      'Customer Review'

    13. Click Save.

    14. Activate the Workflow Rule.

     

    And that's it!
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