[MJPNUH Contributions: 0Level 1☆]

Hello, this sounds very simplistic but I’m not sure where to start.

I want to create a workflow that looks for an edit on a ‘next contact’ date field on the Customer record. When a new value/edit is added I’d like it to step through to all open Opp’s related to that Cust. and update a corresponding field.

Normally I’d just use sourcing but this field needs to be a little more dynamic.

Thanks
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[carl.billings Contributions: 0Level 1☆]

I’m fairly certain this will not be accomplished via Workflow. You will need scripting to get it done

[markluu Contributions: 0Level 1☆]

Hi MJPNUH,

Carl is right. This would most certainly need a script of type User Event. Workflows have limitations…

[MJPNUH Contributions: 0Level 1☆]

Hi both,

I had wondered, thanks confirming. I’m not our scripting guy here so I’ll see what they say

Thanks

Mike

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