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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. Also, I would want it to be fully automated.
How can I write the formula for this?
Hi,
Got the following code which talks about cloning a given opportunity - sample code provided.
http://stackoverflow.com/questions/9289005/clone-an-opportunity-and-its-lineitems-programatically-in-salesforce
The filter is the one which is different - your SOQL query should fetch the opportunites that are closed WON.
Worth giving a read...
But are you using Visual Workflow, or Flow, for this? If not you will want to post this in a different Forum.
If you are using Flow then are you using it to create the original Opportunity?
Darrell