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Topics#Sales And MarketingOlivia Forde 的问题
Olivia Forde (Lifes2good) 提问于 #Sales And Marketing
2015年3月19日 11:31

What formula can I use to show a stage has changed

I want to add a formula field to an opportunity show a colur when the Stage chages - is there something similar to ISCHANGED availabel for fields
13 个回答
  1. Jeff May
    2015年3月19日 11:53
    You'll do this with 3 steps:

     

    1) create a custom Date field to capture the date of the most recent Stage change.  

     

    2) create a Workflow Rule Field Update that runs on 'every edit' when ISCHANGED(StageName) and sets the custom Date field from #1 above to TODAY()

     

    3) create a custom formula text field to display your flag:

     

    IF( TODAY() - dateStageChanged__c > 14,

     

    IMAGE ( "/img/samples/flag_red.gif","Red"),

     

    IF( TODAY() - dateStageChanged__c > 6,

     

    IMAGE("/img/samples/flag_yellow.gif","Yellow"),

     

    IMAGE ( "/img/samples/flag_green.gif","Green"))

     

    )

     

     
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