Question Regarding Workflow Automation.

Jeff Pairis

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!

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

@Jeff Pairis You need one additional step:

 

Jeff Pairis

Amit Sarda said:

@Jeff Pairis You need one additional step:

 

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!

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Amit Sarda said:

@Jeff Pairis You need one additional step:

 

You're welcome.