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Topics#Sales And MarketingDomanda di Jenni Stoddard
Jenni Stoddard ha fatto una domanda in #Sales And Marketing
8 dic 2011, 20:07

Update Task Due Date with Opportunity Close Date

Our invoicing team wants to be able to have a task automatically created for them once an Opportunity is created, which is simple to do.

 

However, they want the due date of the Task to be updated if the Opportunity Close Date changes. I tried doing a simple Field Update and it did not seem like this was possible - any ideas?

 

The main goal is to be able to view a list of their upcoming "tasks" for the month and plan accordingly.

 

Thanks!
1 risposta
  1. Jay Pollack (Ultimate Software)
    9 dic 2011, 16:39
    Seems to me a trigger would work.

     

    Anytime an Opp Close Date is changedm the trigger would fire and:

     

    1. Look for any related tasks (or maybe just a related task of a certain type)

     

    2. Update the Due Date with the new Opp Close Date
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