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Workflow - Action

May 17, 2017 at 05:06 PM


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Former Member

I would like to create a workflow that changes the status of the opportunity based on a field update. For example, when the stage field is updated to "order", I would like the sstatus to be changed to "won". Is this possible?

I see that there is an option for a "Action" rule type of workflow but I am not sure what the option I am given means . What does the action " Refresh from Acitivity Plan" mean?:

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1 Answer

Bharath Raj May 29, 2017 at 10:27 AM

Hi Fernanda,

To achieve the mentioned functionality, you should select Rule type as" Filed Update" not action.
After selecting the rule type as " Field Update" click add icon and give your filed which should update automatically based on the defined conditions.

Attached screenshot for your reference.

Hope this will help You.


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