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Forrest Muldune (Capital Recovery Advisors) asked in #Customer Service
Aug 12, 2015, 2:15 PM

Opportunity Stage Date place on Opportunity Record

All, 

 

In  my Opportunity Stage I have the following values below.

 

Intake

 

Pre-Review

 

In Review

 

Ready

 

I am trying to create a formula(Date) field in Opportunities that will add a date whenever a user goes from "Intake" to "Pre-Review" in the Opportunity stage.

 

I know this requirement is redundant, considering we have a stage duration field in the Opportunity History and I can created a report on this, however we have users that is requesting for this requirement to be displayed in the Opportunity record.

 

Once I learn how to crete the formula(Date) field, I will do the same for Pre-Review to In Ready and In Ready to Ready.

 

Regards,

 

 
5 answers
  1. Sunil Sarilla (M&G Investments)
    Aug 12, 2015, 2:36 PM
    +1 Mayank on the formula but you need to create a workflow rule with a field update action.

     

    ISCHANGED is not supported directly in custom formula fields.

     

    Create a workflow on Opportunity Object

     

    Evaluation Criteria: Created,everytime its edited

     

    Rule Criteria: Formula Evaluaes to TRUE and formula is

    AND (
          ISCHANGED(StageName),
          TEXT(StageName) = 'Pre-Review',
          TEXT(PRIORVALUE(StageName)) = 'Intake'
        )

    Immediate Action: Field Update

     

    Field to Update: Your Date Field

     

    Sepecify Formula to select New value and the formula is

    TODAY()

     

    workflows will only work on new records and fo the existing records you might have to run a report on opportunity history and capture the date when the stage was moved from old value to new value and use a tool like dataloader to update the field.

     

     
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