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How to create a task when the opportunity status is changed from a specific value from picklist to another specific value too, then update the task priority based on the opportunity amount in flow/proceed builder?

 

Im tring using rules, but quickly notice that it cant be opportunity and task in the same rules. Do I need to add new costum fields or costum object?

 

Thank you in advance for your time and support. Your assistance will be highly valuable in my learning journey.

5 answers
  1. Oct 18, 2023, 3:59 PM

    You have to give values in the single Quotes('').

    IF ([Opportunity].Amount >100000000, 'High', 'Low')

     

    Can you change this and try.

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