I would like to set up a workflow so that when new opportunities are created a task is also created so that the close date shows up in the calendar.
Conditions:
Opportunities > Date Modified > Equal to > Date > Today
Actions:
Create Record:
Record Type: Tasks
Subject > Field > Opportunity Name
Due Date > Field > Expected Close Date
Start Date > Date > Now
It successfully creates the task with the opportunity date and the start date, but the Expected Close Date does not populate. Any ideas on how I can resolve this?
“Expected Close Date” is an unknown field to me, it is likely a custom field you created. Either that fact is causing trouble, or it could be the data type of the field (for example, it might be a string field that you’re trying to put into a date).
To work around these difficulties, you can change the field type, or you can copy the custom field into some other field, perhaps using Calculated Fields to convert to string.
Expected Close Date is a default field in opportunities. If you log into the Suite On Demand demo the Expected Close Date field is visible there.
Your reply was helpful in that the “field type” was the issue.
Expected Close Date (Opportunities) is a date field, and Due Date (Tasks) is a datetime field. I created a custom field “Due Date” (Opportunities) in the datetime format and everything now works as expected.
Ah, sorry, I checked field names directly in the database and I assumed “close_date” was called just that, “Close Date”, on the UI, but it seems not.