[workflow] Opportunity Enhancements
complete
Core Platform
Action Enhancement
* Create/Update opportunity (existing) - enhancement for custom fields
Trigger Enhancement
* Opportunity Status Changed
* Pipeline Stage Changed
* Stale Opportunity
Custom variables + If/Else updates
New Triggers
* Opportunity Created
* Opportunity Changed
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Core Platform
complete
v
vikrant malik
Can file upload be available as a field in opportunity custom field , so we can upload screenshots and receipts with each opportunity
v
vikrant malik
will this also make Opportunity custom fields available in workflows , so their vakluse can be used in workflows
eg - {{ opportunity.opportunity_name }} ,
{{ opportunity.customvalue }}
C
Christopher Powers2
Also, access to those custom values via the API please =)
D
David Hall
Now we just need the task completed trigger!
Nick Turnbull
David Hall: I'll cry the day this happens. Currently using checkbox approvals after a list of tasks are completed to move to next steps or stages. It's so unnecessary, but the only way to do it.
D
David Hall
Nick Turnbull: Yes. This is very basic in a lot of other platforms like Keap. Should be included here too.
D
David Hall
Halleluiah!
Core Platform
in progress
Core Platform
Merged in a post:
Opportunity Lead Value Change as Trigger
S
Sheryll Artiaga
Add the change or update in Lead Value as a workflow trigger so that an appropriate action can be set every time there is an update or change in the Lead Value. Especially to those with large amount of contact and wants to monitor which lead gets updated by other users for monitoring purposes.
Core Platform
Merged in a post:
Workflow Trigger: Opportunity Created
J
Justin Showers
We need a Workflow Trigger that enables us to fire a Workflow based on a new Opportunity being created.