Hello,
How can you get Business Opportunities to automatically close once their expiration date is equal to the current date? This seems like a pretty basic feature but there doesn’t seem to be any options available on IFS Cloud
Answer
Auto close Business Opportunity
Best answer by bdoucette
I used a workflow to set the expiration date automatically on creation of a BO. I then have a daily workflow (use a scheduled report to trigger the workflow daily) to check all BOs and close the ones that have expired (expiration <= current date)
I used a workflow to set the expiration date automatically on creation of a BO. I then have a daily workflow (use a scheduled report to trigger the workflow daily) to check all BOs and close the ones that have expired (expiration <= current date)
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