Question Regarding Workflow Automation.
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Jeff Pairis
Member Posts: 9 VERIFIED MEMBER
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Who can help me here.
I have set up a WA in the following.
Deal = Won -> duplicate exicsing deal -> Update deal: Set expected close date " 1 year "
There are some other things that the WA must do but that is less relevant for now.
The issue:
It executes correctly on every request EXCEPT for the expected close date. That remains the same as on the OLD deal.
Am I asking something that the WA simply can not do? Or am I doing something wrong?
Thanks!
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Amit Sarda said:
Thanks, @Amit Sarda! I have found the issue. It is changing the expected close date to + one year from the day the action is triggered.
I thought it was + one year to the original date.
Many thanks for your help!0 -
Amit Sarda said:
You're welcome.
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