RE: Opportunity Status, which field to reference to in Workflow?
So I’m a newbee, please bear with me while I’m learning.
I have just set up my first Workflow and now it doesn’t work 🙁
I want to show an additional field ‘reason lost’ on an Opportunity when the status of that Opportunity is set to Lead Lost.
My problem is that there seems to be no field called just ‘Status’ when selecting the criteria. I found after some scrolling something that’s called ‘Opportunity/Estimate Status’.
It’s the only thing that sounds like it could be the one, however my workflow doesn’t trigger upon changing the Status of the Oppty, so it seems this might yet be the problem.
Any clues? Thanks!
So, with a big thanks to Kevin for helping me offline, it now works. It’s not entirely clear what went wrong, the main thing I changed now is that I don’t select the Record type anymore in the conditions used.
Compare this with the screenshot above
Yes, the record field in the condition is used to join a to another record value so it was referencing a field that was on another opportunity and not the one displayed.
