1 reply to this topic

[jvirtuel]

Hi guys,

 

I am trying to set a workflow for an opportunity but i can not achieved it maybe you can help me

Here is what i need :

First
when stage of opportunity become "Needs Analysis" create in this opportunity "task 1" "task 2" task 3"

Second
when stage of the opportunity equal "Needs Analysis" and that all tasks have status "completed" update stage of the opportunity to "Value Proposition"

Third
when stage of opportunity become "Value Proposition" create in this opportunity "task 4" "task 5" task 6"

Fourth
when stage of the opportunity equal "Value Proposition" and that all tasks have status completed update stage of the opportunity to "Proposal/Price Quote"


etc etc...

i am using workflow on save... the main difficulty i have is how to see the ALL tasks? i am new to worflow sorry if it is a dumb question

Please help me
Thank you
 

[denysl]

I'm in the same situation, any help will be valuable.