CRM On Demand - Administration (MOSC)

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Workflow condition to compare Opty sales stage from Quote Sales stage

edited Feb 26, 2020 8:03AM in CRM On Demand - Administration (MOSC) 6 commentsAnswered ✓

Desired is a workflow to trigger an email once the Opportunity sales stage has been updated to Won while the Quote sales stage is still not Won or Status is not yet Approved.

[{Sales Stage - Translation}] = 'Closed/Won' AND JoinFieldValue('<Quotes>',[<QuoteId>],'<IndexedPick0>' ) <> 'Closed/Won'

this returns error that

Quotes is not a valid field

QuoteId is not a valid field

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