• Palos
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Hi Experts,

 

I am new with triggers. I would like to know how I can create a trigger that will change the record type of an Opportunity when the stage is change.

 

Steps to replicate: 

 

1. User clicks new and select OPID as the record type. Answer the fields and select New as the stage.

 

Expected results:

 

1. The record type would change to PreRFP when the User edits an Opportunity and change the Stage to Working.

 

Thank you in advance for the help!

 

Palos

  • May 30, 2012
  • Like
  • 0

Hi Experts,

 

I am new with triggers. I would like to know how I can create a trigger that will change the record type of an Opportunity when the stage is change.

 

Steps to replicate: 

 

1. User clicks new and select OPID as the record type. Answer the fields and select New as the stage.

 

Expected results:

 

1. The record type would change to PreRFP when the User edits an Opportunity and change the Stage to Working.

 

Thank you in advance for the help!

 

Palos

  • May 30, 2012
  • Like
  • 0