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Users have the option to close the opportunity if they are closing the last quote on it. Occasionally, users do not select the option to close the opportunity leaving us with a lot of open opportunities. I would like to create a workflow or flow to automatically close an opportunity if the last quote on it is closed. Cannot think of a way to start on this request. Any insight would be helpful.
Thanks in advance.
To do that in workflow you will have to write some code.
With flow you have no need in code. Here is approximate flow design:
1. Flow starts when quote changes state to "Closed".
2. Flow uses "Retrieve Records" for quotes with filters by parent opportunity equal to opportunity of the quote that triggered flow to start and state that is equal to open.
3. You add a "Check" statement where you check the length of collection you received on the previous step - if it is equal to 0 ( that means that there are no opened quotes for this opportunity).
4. If 3 is true - then you just update the state of opportunity to won.
I agree with Andrew's Flow suggestion and the steps would be more or less same.
If you want to use workflows, no code is involved and the following screenshot will help you:
Using MS Flow is the best way to do it.
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