I want to create a workflow using the Products section (located in the object "Opportunities").
(This is the section "Products").
I need to create a rule that, everytime I add a new product, an email is sent to X person.
But the problem here is that the fields in the product section does not appear when I try to create the rule. I believe that they are not regular fields.
I'm trying to create a workflow but I have some problems with a formula.
I need to translate ("if today is 4 days before end of the month") and ("invoice date field is empty"); true; false) in a formula, which will execute the workflow (an email will be sent to a contact) if it's true.
I want to create a workflow using the Products section (located in the object "Opportunities").
(This is the section "Products").
I need to create a rule that, everytime I add a new product, an email is sent to X person.
But the problem here is that the fields in the product section does not appear when I try to create the rule. I believe that they are not regular fields.
I want to create a workflow using the Products section (located in the object "Opportunities").
(This is the section "Products").
I need to create a rule that, everytime I add a new product, an email is sent to X person.
But the problem here is that the fields in the product section does not appear when I try to create the rule. I believe that they are not regular fields.
I'm trying to create a workflow but I have some problems with a formula.
I need to translate ("if today is 4 days before end of the month") and ("invoice date field is empty"); true; false) in a formula, which will execute the workflow (an email will be sent to a contact) if it's true.
