I've got the Time-Dependent Workflow Actions working, however, I only want the rule to evaluate opportunities that haven't been created in the past 3 days and this is where I'm getting stuck.
I've set the Evaluation Criteria to "Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria"
The Rule Criteria
is as follows;
- Opportunity Stage NOT EQUAL to Closed Won
- Opportunity Stage NOT EQUAL to Closed Lost
I assume I then need to add a rule about Created Date but this appears to have to be a numerical value?
Would anyone have any advice? Alternatively, I'm open to suggestions if you believe there is a better way to do it.
Thanks in advance.
답변 1개
Hello Erin,
Change the "Rule Criteria" to "formula evaluates to true"and use this formula:
AND(
CASE(StageName,
"Closed Won",1,
"Closed Lost",1,
0 ) = 0,
DATEVALUE(CreatedDate) < TODAY() - 3
)
