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Question Regarding Workflow Automation.
Jeff Pairis Posts: 9
edited July 2022 in Workflow Automation #1
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.
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?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,310edited February 2022 #20
Jeff Pairis Posts: 9edited July 2021 #3Amit 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 - Pipedrive Consultant - AmitSarda.xyz Posts: 1,310edited July 2021 #4Amit Sarda said: