Page 69 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Activity 16.3 – Create a set action Workflow to change the
Opportunity Stage when the Proposal Due Date has passed

Activity Steps

Part 1: Create the Workflow
1. Click the Administration button
a. Hover over General Administration
b. Select Workflow 2.0 from secondary dropdown menu
2. Click the + New Workflow button on the top-left of the module
3. Type “Opportunity Stage Date Trigger” in the Name field
4. For the Resource dropdown, select Opportunity
5. For the Event dropdown, select Date Trigger

Part 2: Build the Workflow
1. For the bottom pane, select the Workflow Actions tab
2. Click the +Add Action button
3. Select Set
4. Click +Add Value
5. Fill in the following
a. Stage
b. Equal to
c. 06-Submitted RFP
6. Select the Event: Date Trigger tab
7. Fill in the following:
a. Trigger when Proposal Due Date
b. is 1 day ago
8. Select the Workflow Summary tab to review the workflow
9. Click Save

Part 3: Make the Workflow active
1. Click the blue Draft label next to newly created Workflow
2. Select Activate from the pop-up menu

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