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mlupo How do I create a date based forumla in creating a rule?
Hi,
I created two fields under the account level - a marketing stage (prospect, targeted, inactive), and a marketing stage last modified date.
I now want to create a rule that will trigure if:
The marketing stage is "targeted" and has not been changed in 90 days. I assume it will be something to do with: if stage = targeted, and today()-date last modified > 90. But I don't know what the formula would be.
Also, won't the numbers get thrown off when today is february 1st and my last modified date was sometime last year?
Thanks so much..
Michal
I created two fields under the account level - a marketing stage (prospect, targeted, inactive), and a marketing stage last modified date.
I now want to create a rule that will trigure if:
The marketing stage is "targeted" and has not been changed in 90 days. I assume it will be something to do with: if stage = targeted, and today()-date last modified > 90. But I don't know what the formula would be.
Also, won't the numbers get thrown off when today is february 1st and my last modified date was sometime last year?
Thanks so much..
Michal
MSheridanTime based workflow will solve this problem.
mlupoYou mean under account? I see Date&Time, but not sure how to do it...
MSheridanUnder Workflow rules - do you have these? You would create your rule with your trigger first then under Step 3 "Specifiy Workflow Actions" select Time-Dependent Workflow action.