11-30-2011 09:45 AM
Hello, I've set up 3 different Smart Tasks, two of which are working fine and one won't work. I've done them all the same, to automatically set a task for someone when a certain set of values is changed in the Opportunity section. I've tried to play around with the setup to get it to work and it won't. Here's what I've done:
I want the system to schedule a task for me to order a warranty as soson as the job is marked as paid in the opportunity section. I have it marked to run automatically one day after the criteria is triggered. I have the trigger criteria set as:
field name: stage
operator: equal to
I've also tried changing the operator to "contains", "contains data" and "starts with" paid and nothing makes it work. "Paid" is a field we've added to the "stage" dropdown list.
Any ideas? Thanks!