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Update Opportunity with Data from Opportunity Close

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Posted on by ras13j

Hello,

I have a requirement where I need to update the Opportunity with data from the Opportunity Close form. Is there a way to do this without code? I tried to create a workflow that would pull data from the Opportunity Close and populate it on the Opportunity, but I was not able to select Opportunity Close or Activity as a trigger entity.

Thanks!

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Community Member on at

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RE: Update Opportunity with Data from Opportunity Close

Hi ras13j ,

Have any updates?

Could you click 'Yes' to close the thread if my answer is helpful?
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Community Member on at

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RE: Update Opportunity with Data from Opportunity Close

Hi ras13j,

Yes, You can't use opportunity close entity in the workflow, which is by-design.

But you can find it in the power automate, so you can create one flow to achieve your goal:

1.Go Power Automate to create one automated flow:

2.Trigger--when a row is added:

3.Add one action--Update a row:

Test:

Refresh current form:
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a33ik 84,331 Most Valuable Professional on at

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RE: Update Opportunity with Data from Opportunity Close

Hello,

My recommendation would be to use Power Automate for this purpose. The algorithm should be the following:

1. Create a Power Automate that handles onchange of "State" field.

2. Check if the state is "Won"/"Lost".

3. Query the latest "Opportunity Close" record.

4. Update the opportunity using the data from "Opportunity Close" record.