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Topics#FormulasPhil Witzmann 的问题
Phil Witzmann 提问于 #Formulas
2015年12月3日 15:07

Update the stage according with a time value

Hi,

How can I create a rule that automatically updates my lead current stage according with a predefined date?

Imagine that at the moment my current lead stage is "No Answer (1)" and the Next stage change is in 2 days.

How can I do this validation rule?

Thank you
2 个回答
  1. Bhargav Manusani (Grainger LLC)
    2015年12月3日 17:05
    It can be done through a workflow field update.

    1) firstly create a workflow rule.

    2) Add a workflow Action to New FieldUpdate.
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