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Philipp Mathis 님이 #Reports & Dashboards에 질문했습니다
Im trying to create a process where I will send me an email with all OPPTY that got downgraded in stage. So if the change from a higher stage to a lower stage, it should trigger.

 

I've entered the following formula, but always getting syntax error extra ','

 

  ISCHANGED(StageName),

 

    CASE(

 

    StageName,

 

    "Prospecting",1,

 

    "Qualification",2,

 

    "Needs Analysis",3,

 

    "Value Proposition",4,

 

    "Proposal/Price Quote",5,

 

    "Negotiation/Review",6,

 

    "Closind deal",7,

 

    "Closed Won",8,

 

    "Closed Lost",9,

 

    "Closed – split off in other opp",10,0)

 

  <

 

  CASE(PRIORVALUE(StageName),

 

    "Prospecting",1,

 

    "Qualification",2,

 

    "Needs Analysis",3,

 

    "Value Proposition",4,

 

    "Proposal/Price Quote",5,

 

    "Negotiation/Review",6,

 

    "Closind deal",7,

 

    "Closed Won",8,

 

    "Closed Lost",9,

 

    "Closed – split off in other opp",10,0)

 

Thanks for your help,

 

Philipp
답변 11개
  1. 2017년 5월 4일 오후 4:28
    this worked. But my final aim is that as an immediate action it will trigger an email containing the opportunities that got downgraded and creating a report. but I cant find the action creat a report nor do I know how to create an email showing me those details and not only an email saying "opportunities got downgraded" it should already be visible in the email or at least include a link that will point to the report where this downgraded OPPTY are "stored".
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