Hi, so when the stage of the CRM record moves to won stage you want to create a new record with a future date, so here's how you can achieve it.




So this is for v17 where automated action configuration has somewhat changed, but anyways irrespective of the version you need to make sure that your the automated action gets triggered when the stage changes and we need to execute a python code :

for rec in records:

​if rec.stage_id.is_won:

    ​ ​rec.copy({'date_deadline': rec.date_deadline + dateutil.relativedelta.relativedelta(years=+1)})

In the code we verify if the lead has moved to a stage where is_won is True and then we create the duplicate of the record along with updating the 'expected closing' date by adding 1 year to the date in current record.

I have 16 

Hi,

Please check whether the below method satisfies your need

And choose "Create new record" Action from action to do

Hope it helps