Closing Quotes of lost opportunity (one last step missing)

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Posted on by McDauly

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Hello,

I managed to create a on demand workflow which closes all quotes of an opportunity.
But I cannot run it yet on the lost Button in the ribbon.

I've found a thread which explains how.
I dont know if it is allowed to post, i Just do it:

https://www.crmug.com/crmug/communities/community-home/digestviewer/viewthread?GroupId=1285&MessageKey=0dd10883-dd99-446e-b0a2-beb0f843948e&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer

Here a man posts his workflow. And there is one step I cant rebuilt:

if Opportunity Sales Process Status = Finished

Then

If Related Opportunity: WON OR LOST = WON and status= Open->> I cant find the field won or lost? Is this a custom field? Do You have it in your crm? Whats the db name?

Basically the poster runs the workflow on the BPF Finishing and see if the related opportunity is one or lost while the status is open?

any Ideas?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

That field you're looking for is "State" (schema name is statecode) and it's located on the opportunity.

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McDauly 219 on at

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This cannot be the field. Status = open, how can then at the same time status = won/lost ? That cannot be the case

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