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
I’d keep playing around with it – your screenshots aren’t quite enough to really diagnose – you’ve got them cropped too heavily. – I can’t tell what the “before record load” is applying to.
I’d share your after field edit for set field display type win/loss reason.
Also – isn’t there a way to close a an opportunity without being in the edit document mode? You might need to hide that button.
my main question would in fact be: am I checking against the correct field for the Oppty Status? Is it to be expected that that’s the name of the field?
When I open the Oppty, the field Reason Lost is indeed hidden, so the initial Before Record Load does work. The field doesn’t reappear though when I set the Oppty to Closed Lost, which makes me wonder why that Condition isn’t met correctly.
Do these screenshots supply enough info? Thanks for your help!