Hey there, first I need to explain the story to understand, I have customized a lot the Opportunity module to fit my need.
I have in an opportunity every month (a field by month) to know when my client is purchasing something:
A client purchase things to a provider. An opportunity regrouped a year of purchase with a template name (made with workflow): PROVIDER - CLIENT - YEAR
So for example: NIKE - SNEAKERSHOP - 2019.
And in it I got all the month fields : January: 1842.42€, February: 1345€ etc…
For now its working great thanks to custom code and workflow, but now I’m wondering how to proceed the next step: I need the current year and the last year.
So, we are in 2019, I need 2019 AND 2018.
First Possibility :
If I follow my logic I will have an Opportunity a year (NIKE - SNEAKERSHOP - 2018, NIKE - SNEAKERSHOP - 2019). I will delete old opportunity with a workflow (here 2017’s opportunity).
Sec possibility :
The second possibility is to have one opportunity for 1 provider and 1 client with double month : CurrentJanuary / LastYearJanuary
Hide fields with a drop down : Current Year, Last Year.
So when current year is chosen, I hide every last year fields related.
And at the end of the year, make a workflow to pass every Current Year fields in the last year fields.
Since 2 day Im wondering whats it the best option. Since I’ve got like 4k client and like 50 provider.