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219Hello,
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:
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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