Create another opportunity when closing an opportuniyty

[MatLudlam]

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.

[MatLudlam]

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

[MatLudlam]

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.