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Member Since 07 Sep 2013
Offline Last Active Oct 08 2013 10:56 AM

Posts I've Made

In Topic: Workflow to create Opportunity on Account Creation doesnt link Opportunity wi...

08 October 2013 - 06:10 AM

Thanks Ray for a prompt response. Looking forward to see this getting fixed soon.




In Topic: Workflow options to create tasks based on meeting date

16 September 2013 - 06:32 AM

Thanks Amits! I'll give it a shot tonight! Thank you so much!


Doesn't the Modified Date Time change every time you update a field and save it on the Opportunity? 


You are right, I tried the same and it didnt work  :(

Though selecting the events to trigger only on new records does the trick. You may want to try that.

In Topic: Workflow options to create tasks based on meeting date

07 September 2013 - 03:34 PM

Do either of you know of a way to have a workflow only triggered once? I have the workflow setup for my opportunities, but I constantly update custom fields which trigger the SAVE event and create all the tasks again. I don't need the tasks to create on every save, just the first time. Is this possible?


Thats possible Johnson, all you need to do is to add a rule on the "Modified Date Time" field with a value "DoesNotChange". This will allow workflow to get executed only on the Create event and not on subsequent save events as in those cases the "Modified Date Time" will change.