Please view my requirement below.
When a user changes any value to “Idle” in the stage field in Opportunity, and the user selects the value “ 1 Day “ from the Idle_Test__c picklist field in Opportunity , is there a way to automatically create a new Task on the same Opportunity record, 1 day after the Opportunity record is created? If yes, do I create it in Workflow Rules or Approval Processes?
I was unable to create this in workflow rules, because I could not use the ISCHANGE formula when Evaluation Criteria = "created, and any time it’s edited to subsequently meet criteria".
Any help will be greatly appreciated.
3 answers
Forrest, you don't need to use ISCHANGED in your formula since the "created, and any time it’s edited to subsequently meet criteria" automatically takes care of the ISCHANGED part. Just use the filter fields in the rule criteria and you will be all set. Opportunity Stage equals Idle AND
Opportunity: Idle Test equals 1 day
