CRM On Demand - Administration (MOSC)

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creating a workflow to automatically change status field in the Campaign

edited Dec 18, 2012 8:32PM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
Hi,

i'm looking to create a workflow with the following rules, however i cannot get access to the 'scheduled' date / time for the email campaigns.  Any suggestions?

If Scheduled Date/Tiime is NULL then Status = Planned

If Scheduled Date/Time >Today (but not NULL) and End Date > Today, then Status = Scheduled

If Scheduled Date/Time < Today and End Date > Today then Status = Active

If End Date < Today, then Status = Complete

Also, looking at the workflow, the trigger is based on  an action on the campaign record - i'm not even sure thsi would be possible via workflow today?

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