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Mohit Kashyap 14
workflow rule for clone object
So I am using an app exchange package named Record Clone which will clone the opportunity and its related List. So this is working fine. Now my requirement is After cloning the Opportunity stage should be Qualification and there is a checkbox field that should be true
So to achive this I am using Workflow Rule
My Rule Criteria: If my Formula evaluates to true
ISCLONE()
Then I am updating the stage as well as the checbox via a Field Update
So this workflow rule is not working..Can someone please help me out.
So to achive this I am using Workflow Rule
My Rule Criteria: If my Formula evaluates to true
ISCLONE()
Then I am updating the stage as well as the checbox via a Field Update
So this workflow rule is not working..Can someone please help me out.
Can you verify that your workflow works if you use the standard Clone button? I don't know the details around how the ISCLONE() function detects cloning, but it may be looking for something other than what the appexchange package is doing. I would suggest ticketing Salesforce support for help on how ISCLONE() works.