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PDXMarinerFan Opportunity Workflow Rule - Every time a record is created or edited
I am attempting to create an Opportunity Workflow Rule that will fire when anything changes on the Opportunity Record, including Products. It is currently set for
"Every time a record is created or edited"
When the Opportunity record is updated or any of the related lists are updated, except Products, the WFR fires as expected. How do we get the WFR to fire when the Products related is updated?
Thanks!
"Every time a record is created or edited"
When the Opportunity record is updated or any of the related lists are updated, except Products, the WFR fires as expected. How do we get the WFR to fire when the Products related is updated?
Thanks!
You can create a roll-up summary field for product quantity and product prices which can then be used to trigger a workflow rule when they are changed. In the Cookbook there is a validation rule that does this that can be modified to work as a workflow rule.