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
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
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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