0

Opportunities are time sensitive (The opportunity is for an advertisement that will run on April 1st) I need a workflow that will change the Opportunity to "closed - Lost" 5 days after the Opportunity "Close Date". I also need to build a report that shows all Opportunities closed by this workflow.

1 Answer 1

1

Use a time-based workflow. The criteria can be something like:

Stage Name not equal to Closed - Won

Add a time-based field update set to 5 days after Close Date.

If you want to be able to identify records that were closed by this process automatically, you'll want a custom field to track this, because workflow updates and manual user edits are indistinguishable otherwise.

I'd add a checkbox with a name similar to "Automatically Expired", and have the workflow field update trigger from the same workflow rule as above.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .