I have field called "counter".
Anytime status change from one status to "Reconnect" status I want to keep adding one in counter field. We want to know how many time contact had "reconnect" status.
Staus "x" --> Reconnect, counter = 1
Status = "Reconnect" to Status "Y", counter = 1
Status chnage from "Y" to Reconnect, counter = 2
7 respuestas
For that you'd create a Process or Workflow that is triggered everytime the Status is changed to "Reconnect"
OR(
AND(
ISNEW(),
TEXT([Lead].Status) = "Reconnect"
),
AND(
ISCHANGED([Lead].Status),
TEXT([Lead].Status) = "Reconnect"
)
)
and add an Immediate Action that updates the Counter field using a Formula like thisReconnect_Counter__c + 1
