Hello! I need a condition in my Process Flowchart, based on the number of Opportunities with a certain Sale Type a Contact has.
(In particular, "if this Contact has more than one related Opportunity with SaleType "Evaluation" - do not send him onboarding emails").
I thought I could achieve this by creating an "Evaluations Count" field (integer), and incrementing it, when a new Opportunity with "Evaluation" SaleType is created. Yet I couldn't find a way to increment a field - only to set it to some static value.
So, questions:
1) Can I make a workflow that increments a field under certain conditions? If yes, how?
OR
2) If there a better way to achieve my goal (count related Opportunities with a certain Sale Type)?
(In particular, "if this Contact has more than one related Opportunity with SaleType "Evaluation" - do not send him onboarding emails").
I thought I could achieve this by creating an "Evaluations Count" field (integer), and incrementing it, when a new Opportunity with "Evaluation" SaleType is created. Yet I couldn't find a way to increment a field - only to set it to some static value.
So, questions:
1) Can I make a workflow that increments a field under certain conditions? If yes, how?
OR
2) If there a better way to achieve my goal (count related Opportunities with a certain Sale Type)?
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