Now that we have created the workflow rule to meet the business requirement, let's do an end-to-end walk-through to make sure it is working. The first step is to activate the workflow rule. Let's see the steps for that:
- Navigate to the Workflow Rules screen:
- As shown in the preceding screenshot, click on Activate to make this workflow rule live.
- Then navigate to the Burlington Textiles Weaving Plant Generator opportunity:
You can observe that Stage is Negotiation/Review (1) and Delivery/Installation Status is Yet to ...