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Change the pipeline stage using workflow RRS feed

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    Hi, 

    I had create the custom entity name entity A, in this entity it got task to be create. Then my question is, How I want to make the opportunity pipeline stage change from stage 3 to stage 2 when field in task at entity A was changed? is it possible?
    Monday, June 19, 2017 3:42 AM

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    It is possible, however you need to let know how the entities are designed and related. And depending on your requirement it should be possible either with a workflow or custom workflow assembly

    If my response answered your question, please "mark the response as an answer" and also "vote as helpful". Regards, Hari. www.crm2011byhari.blogspot.com

    Monday, June 19, 2017 5:30 AM
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    Hi Hari Narayanan,

    If it is possible to make it, i had create the workflow like:

     if task Form:Task Decision = reject,

    if regarding(Opportunity): Pipeline Phase = 3-propose, then

    Update: Opportunity

    In the set properties of update I already specified the pipeline phase field = {2 - Develop}, but when i activate, it doesnt work. The stage in the opportunity not change at all after i change the decision field in task.

    Thank You.

    Wednesday, June 21, 2017 4:49 AM
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    Can you provide a screenshot of the workflow and also go to process session and provide a screenshot of the system job being triggered by the workflow. It will give an idea on the what goes wrong.

    If my response answered your question, please "mark the response as an answer" and also "vote as helpful". Regards, Hari. www.crm2011byhari.blogspot.com

    Thursday, June 22, 2017 3:25 AM