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Sanil ChopraSanil Chopra 

Create a renewal opportunity and add next year in opportunity name

Hi,

I am trying to create Renewal Opportunity when a certain Opportunity which meets the criteria is closed.

When the Renewal Opportunity is creatd, I am trying to auto populate the name as Closed Opportunity Name + Renewal + Close Year + 1. 
Which should read like "Abc Renewal 2020"

This is the formula Im using in Process Builder

[Opportunity].Name& " - Renewal "&TEXT(YEAR(TODAY+1()))

However its giving me an error, please advise what Im doing wrong.
 

Thanks,
 

Sanil

Best Answer chosen by Sanil Chopra
Sunil SarillaSunil Sarilla
Hi Sanil,
the formula will be as below
[Opportunity].Name +" - Renewal  " + TEXT(YEAR(TODAY())+1)

 

All Answers

Sunil SarillaSunil Sarilla
Hi Sanil,
the formula will be as below
[Opportunity].Name +" - Renewal  " + TEXT(YEAR(TODAY())+1)

 
This was selected as the best answer
Deepak AnandDeepak Anand
Try this = 
[Opportunity].Name & " - Renewal " & TEXT(YEAR(TODAY()) + 1)
Sanil ChopraSanil Chopra

Hi Sunil, that worked this is how the name shows
"Sanil Test Renewal2020"
How do I put in a space between Renewal and 2020?

Sanil ChopraSanil Chopra
Actually I figured it out, I missed a space from your formula. thank you both for your help.

Sanil