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RayAllen How to create a duplicate opportunity from previous when the opp stage is equal to a certain stage
Hello,
I want to create a duplicate opportunity, for example, if opportunity stage is equal to “won” , I want it to be able to create an exact replica of the old opportunity. I know I’ll have to make a workflow and use apex code.
How can I write the formula for this?
Also, I would want it to be fully automated.
you will have to add apex trigger for this and in the trigger you can check the status change and then add a new opportunity record .
Hi
I hope that you can write an apex class and create a button to execute the work flow for duplicate Opportunity. Please refer the following which has the same example as yours.
http://christopheralunlewis.blogspot.in/2011/05/how-to-dynamically-clone-salesforce.html
http://stackoverflow.com/questions/9289005/clone-an-opportunity-and-its-lineitems-programatically-in-salesforce
Thanks & Regards,
Subhani.
DBSync,
www.mydbsync.com