Workflow Automation

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Workflow Automation - How to get Triggers Conditions to combine OR and AND statements?

I currently have an automation set up across all our pipelines so that anytime a project stage is changed to 'confirmed' , the status is automatically changed to 'won'. I have one sales person (or ‘Owner’) who does not want this automation for her projects. IS there a way to add this into the autom...

Using custom fields in workflow automation issue

I want to build a workflow that replicates custom fields from an opportunity to a project. I managed to do this for text fields, currency values and dates but it doesn’t work for a checkboxI managed to trigger on a ‘true’ value of a custom field with a checkbox but using the value in a formula (GETV...

Close date extension

Hi, I would like to be able to track when the estimated close date of a deal is postponed. Is it possible to do so through workflow automation ? Like if a close date changes, then calculate the difference of days between the new date and the former one. I’m sure there is something possible around t...

How are you using Workflow Automation?

Tell us about your use cases or grab some ideas form this thread!

Example Workflow Automation: calculating commission [video]

Hi everyone. Here’s a how-to video on creating a Workflow Automation that calculates commission on an Opportunity. For this one, you’ll need fields for commission % and the commission dollar amount. Those fields need to have Field Keys to reference in your Workflow Automation. Add a Field Key to an...

Example Pipeline with Workflow Automation: Grant Applications [video]

Hello! Here is an example of how you can use pipelines to manage grant applications in Copper. This example is made up two two pipelines: one for Grant Applications and one for Grant Management. When an Opportunity in the Grant Application Pipeline in Won, a Workflow Automation moves it to the Grant...

Getting an error "Unsupported values" when I try to save my workflow automation

Hi, it’s not letting me save the automation rule and it’s saying “Unsupported value.” Am I doing something wrong?

How long does it take a workflow automation to run?

They usually run in 10-30 seconds for me but just wanted to check this is normally the case before I roll this out to my team.

What is the difference between Standard and Formula?

When I set up a workflow there’s always an option between standard and formula but what is the difference?

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