Closed Date populated once saved new opportunity

Question

Hi all,
I have a situation here where when I change a "Status" field value to Won / Lost, the "Reason for Won / Lost" field will become mandatory field.
Then when I save the opportunity, the "Closed Date" field will be auto populated to the current date.
May I know how do I achieve this?
Thanks and appreciate for help
Regards,
Anson

Answer 1

Hi !
You'll have to do 2 different things :
1 - For the "Closed Date" field, you'll have to create a workflow rule on opportunity, the trigger event is before modified record saved. The condition will be like this :
*([<SalesStage>]="Close/Won" OR [<SalesStage>]="Close/Lost") AND PRE('<SalesStage>')<>[<SalesStage>]*
And the action of this workflow is to update the field Closed Date with the value Today(). Don't forget to check the box Overwrite Existing Values.
2 - For the "Reason for Won / Lost" field, you'll have to modify the Sales Process. If you're using the standard sales process, I hardly recommend to create custom one in order not to modify the standard one. This will help if you want to get back to the standard, or if you wan't to know how the standard is. And this advice concern every standard thing in OnDemand (Roles, Profiles, Layouts, ...).
Go to Admin >>> Data Rule & Assignment >>> Sales Processes. There you can create your own.
Then go on the Sales stage "Close/Lost", and here you can define the fields you wan't to be mandatory, in the Additional Required Fields section.
Hope this will help, feel free to ask more !
Max