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amritamrit 

need help in workflow

Hi

 

I have created a workflow in Opportunity.

If Opportunity stage doesn’t close (won or lost) on or before Expected date of closure__c. Stage should automatically update as RFP_Unknown.An email alert should sent to Accunt manager.

Expected Date of closure__c is date field in opportunity which is calculating thrugh workflow field update (Bidsentdate__c(date field)+60=Expected date of closure__c  if Bidsentdate__c is filled).

I set criteria as

AND(Opportunity(C): Stagenot equal toRFP_Status_Won,RFP_Status_Lost (Expected Dateof closure < today OR Expected Dateof closure = today))
Always stage is updating as RFP_Unknown.Is this bcz of other workflow
 
Can anyne help on this issue
 
 
Ashish_SFDCAshish_SFDC

Hi Amrit, 

 

The workflow gets fired on a DML event, so the workflow will not know when the date arrives. 

 

Instead use a time based workflow which gets fired on Creating of new Opportunity and fires upon reaching 60 days from Created time. 

 

Regards,

Ashish
amritamrit

Hi,

 

Thanks for the reply.This is the criteria for the workflow rule

AND(TODAY() >= Closed_Date__c, NOT(ISBLANK(Closed_Date__c)),NOT(ISPICKVAL(Stage__c , 'RFP_Status_Won')),NOT(ISPICKVAL(Stage__c , 'RFP_Status_Won')))

 

Time dependent workflow as 60 days after Opportunity:created date

Field update Stage as RFPUnknown

 

Will this workflow run if we manually change the Expected closure date

 
amritamrit

And the workflow will fire only if we edit the record and meet the critera. Hence the stage will not get updated after 60 days without editing the record.