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Create another opportunity when closing an opportuniyty

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  • Create another opportunity when closing an opportuniyty

    Hi, I would appreciate your advice on the best way to do this.

    I have an opportunity (selling software subscriptions). When I mark an opportunity as "Closed Won" I want to create another opportunity for 12 months time on the same account. Filling in all the default items is easy with the scripting language.

    Right now I have a "Workflow" rule that deals with stage equal to "Closed Won".

    This has 2 issues:
    • Every time I save the record it created another opportunity
    • I am using a quirk of my data model (opportunities can have related opportunities) to create the record.
    So forgetting what I have done, what is the best way to do this?

    Thanks.

  • #2
    I have solved the first issue by using a combination of 2 conditions:
    • Stage "equals value" "Closed Won"
    • Stage "was not equal value" "Closed Won"
    Just the other question now, and am I doing this in the right place?

    Thanks

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    • #3
      I think I have solved it.

      Right now I:
      • Create Record
      • Set the "Account" to the "field" from the "Target Entity (Opportunity)" / Account
      I cannot easily test this (as I have no test system), but this "feels" like it will work.

      One new, related question, how can I create tasks on the new Opportunity I have created.

      Thanks.

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