topic Re: workflow for Demo Deal stage in Tips, Tricks & Best Practices

workflow for Demo Deal stage

AppuMurugan — Sun, 26 Mar 2023 08:17:00 GMT

I want to create a task automatically for the deal owner in every 5 working days (recurring ) if the deal stage is a demo.

Re: workflow for Demo Deal stage

karstenkoehler — Sun, 26 Mar 2023 08:27:14 GMT

Hi @AppuMurugan,

Are you referring to creating a recurring task or creating tasks on a recurring basis as long as a deal is still in that stage?

If it's the former, then that's currently not possible. Recurring tasks can't be created by workflow.

If it's the latter, then without Operations Hub Professional, you would simply clone steps 1-4 in the workflow below for a reasonable amount of times:

(By cloning steps 1 until the last, you can easily get to 8, 16, 32, 64...)

With Operations Hub Professional, you could create a scheduled workflow:

Best regards!

Re: workflow for Demo Deal stage

AppuMurugan — Mon, 27 Mar 2023 03:21:06 GMT

Hi @karstenkoehler
Thanks for your solution. Could you tell me what do you mean by if it is former and if it is latter here?

Re: workflow for Demo Deal stage

karstenkoehler — Mon, 27 Mar 2023 04:10:36 GMT

Hi @AppuMurugan,

"former" referred to a recurring task, "latter" to creating separate tasks on a recurring basis.

Best regards!