[nzaleski@usatcorp.com]

I am trying to create a workflow that will create an alert to sales reps when an opportunity has not turned into a estimate after three days.

Basically I have three states.

Entry State: Submit Record, Opportunity, On Create

State 2:Opportunity is Closed -> Exit state

State 3:Opportunity is Open -> Action

Transition into state 2 : Condition -> {entitystatus.id}!=2, blank trigger # (2 = in progress)

Transition into state 3 : Condition -> {entitystatus.id}=2, scheduled trigger -> 3 days.

So the workflow exist pretty much, but is going on is the entitystatus.id is null. No matter what. If i create an estimate, don’t it just remain NULL. I tested this by doing {entitystatus.id} is NULL and {entitystatus.id} is not NULL.

See the highlighted area in the pictures. Isn’t that suppose entitystatus.id ?? If not do you know that internal ID? If it is then why is the workflow not picking it up?

Thanks
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[nzaleski@usatcorp.com]

[nrao]

Hi,

Please try using the ‘Status’ field from the visual builder instead of ‘entitystatus’. The value to select would be Opportunity : In Progress, Opportunity : Issued Estimate

In terms of formula : {statusref.id}=’issuedEstimate’ or {statusref.id}=’inProgress’

Thanks

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