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We have requirement where we have to create new Opportunity record once there are 60 days left to the End date of the Project record.
We developed below customization:
two calculated field on Project entity.
one calculates the current date and other calculates the 60 days prior to the end date of the Project.
now we want to create opportunity once both the field are equal
Is there any ways to achieve the same ?
Hello,
I don't think that's doable using calculated fields because change of calculated field can't trigger workflow or some automation. Here is what you can do:
1. Create a workflow that triggers on-create of record and waits until 60 days prior end date of the project using "Timeout" feature - blog.clickdimensions.com/.../
2. Create your opportunity.
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