Automation is like cruise control for your business. Learn how to make the ride as smooth as possible!
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- 143 Replies
Hi!I sell multiple products and each one has a quantity in units and a price per unit, generating a total sold when there is a sale. My customer can buy different quantities of more than one product at different prices. As in the example:Customer X purchased:5 units of product A at 2.00 = 10.007 units of product B at 3.00 = 21.002 product units C at 6.00 = 12.00I would like to include this information in the opportunities section, but since I can have an infinite number of different products it would be very confusing to create 1 product field with additional quantity, price and total fields for each product. It would be 4 fields x quantity of products, and sometimes I can have 1 product sold and other times 20.The question: is there a way to use a workflow, some kind of dependency between fields or any other tool to create a new field?I would have 4 fields for each product sold:- Product- Quantity- Price- TotalThus:- Product: A- Quantity: 5- Price: 2.00- Total: 10.00+add a new product
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 automation? Currently, the trigger conditions have to all follow an AND statement or all have to be OR statements so I need a workaround of some kind. Currently the trigger statement is:If pipeline A OR pipeline B OR pipeline C OR etc = confirmed then the Action is ‘change status to won’. But there is no option to add an AND statement to the trigger function in order to exclude one owner. If anyone has a workaround please let me know!
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 (GETVALUE(“cf_checkbox_field”) doesn’t work. The result is that the field is always checked in the created project. When I use GETVALUE(“cf_dropdown_field”) in a formula the workflow doesn’t execute at all… Is there anything I need to do differently or is it this a limitation in the functionality? Another question is if there is any option to review a log of executed workflows? It is very hard to debug…
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 this, but I don’t see how to do it ! If anyone can help...
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