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I have created a workflow rule for Opportunity object type which checks if Account Production status (custom field) is set to "Cancelled" it will trigger an update field which would change opportunity stage to "Closed". I have the criteria evaluation set to when its created and every time it's edited.
The opportunities (2- 1 per location) are auto created when the account is created. I tried testing this workflow rule, but its not working. Can anyone help?

I have attached the screen shot below: http://speedy.sh/t92C3/cancel-workflow.PNG http://speedy.sh/PAeYD/field-update.PNG

  • You would need to include your workflow rule as well as whatever you are using to create the opportunities code (trigger likely, or flow). – greenstork Oct 3 '14 at 17:30
  • Is the account status a formula field? – Jenny B Oct 3 '14 at 17:39
  • @greenstork Can you please elaborate on this. – devista Oct 3 '14 at 18:07
  • @JennyB No the Account status is a criteria so when Account: Status = 'Cancelled' – devista Oct 3 '14 at 18:10
  • Edit your question to put all of your code up here for us to see, along with all of the details about your WF rule criteria. – greenstork Oct 3 '14 at 18:13
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step1:- Make the status field on Account of picklist type which has value cancelled or any other step2:-In workflow set rule criteria as ISPICKVAL(Account.Status__c , "Cancelled") enter image description here step3:-set the stage field as close lost in field update enter image description here

Regards

Ajay

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Likely your account record does not have record type 'Production'.

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Please check record type of opportunity record and also make sure that your workflow is active and there is no other trigger which is changing status.

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