Timeline for Update Opportunity stage based on related list
Current License: CC BY-SA 3.0
8 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jun 15, 2016 at 19:27 | vote | accept | denvergreene | ||
| Sep 7, 2014 at 15:07 | vote | accept | denvergreene | ||
| Sep 7, 2014 at 19:06 | |||||
| Sep 7, 2014 at 12:45 | answer | added | Francis | timeline score: 1 | |
| Sep 7, 2014 at 2:50 | comment | added | Doug Ayers | @francis, I think you should post your comment as the 'answer' so it can get marked as such. I agree completely and was going to post that as answer til I saw you best me to the punch :) | |
| Sep 5, 2014 at 22:02 | comment | added | Francis | @Doug you can always install Andy fawcetts free roll up summary field helper app, does the same thing on any field. | |
| Sep 5, 2014 at 20:51 | comment | added | Doug Ayers | Are the related list objects part of a master-detail relationship with the Opportunity? If not then roll-up summary fields won't work. | |
| Sep 5, 2014 at 20:08 | comment | added | Francis | I would do it in Apex BUT you may be able to do it will roll up summary fields?? Based on the MAX value. IE assign each stage on the teachers related list a value. When the stage is changed stamp the Value on the record. Then use a roll up summary field on the opportunity to get the MAX value (as your only interested in the highest stage). Then workflows on the opportunity to say if the opportunity roll up summary field is: 1 its Interest, if 2 = reviewing, if 3 = high interest etc all the way up to 9 lost. Maybe?! | |
| Sep 5, 2014 at 19:10 | history | asked | denvergreene | CC BY-SA 3.0 |