Here is the process I am trying to Automate:
We want to establish priorities for people working on various stages of a Potential. I am hoping to accomplish this by adding a field labeled "Priority". this will be a field that is manualy filled in and will adjust dynamically based on the manual input in other fields. It must also adjust based on changes to OTHER Potential records.
Specifically, in our process the group that creates proposals is given a set of priorities - 1 - ??. While they are working on the proposals the stage is set to either 2 or 4. When an individual completes the proposal and sends it off they manually change the stage to 3.
When the proposal is sent out it is no longer on the Priority List. I need to change the value in that field to 0. That is the easy part. I also need to then index the Priority value for all the OTHER Records to reflect the change in workload.
Any Suggestions? I am not married to my initial idea. I simply want a way to eliminate the manual updating of records as much as possible.