Workflow automation

Automation is like cruise control for your business. Learn how to make the ride as smooth as possible!

  • 105 Topics
  • 259 Replies

105 Topics

O
olivierNew Participant
asked in Workflow automation

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 this, but I don’t see how to do it ! If anyone can help...

5
alex
1 year ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
posted in Workflow automation

How are you using Workflow Automation?

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

12
alex
2 years ago
darrenph
darrenphNew Participant
asked in Workflow automation

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?

2
darrenph
2 years ago
MaryanneL
MaryanneLEngaged User
asked in Workflow automation

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.

1
Michelle from Copper
Copper Employee
2 years ago
darrenph
darrenphNew Participant
asked in Workflow automation

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?

1
Evan from Copper
Copper Employee
2 years ago

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