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Karleen MendozaKarleen Mendoza 

Workflow rule formula to create task when field is change from one specific value to another specific value?

Since ISCHANGED and PRIORVALUE does not work in worfklow rules - is there a way to evaluate a workflow rule to create a task when a picklist value changes from one value to another?

For example, I have a picklist value that is Type. When that type field changes from "Value A" to "Value B", I'd like for the WFR to create a task. 
What's the best way to do so?

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RKSalesforceRKSalesforce
Hi Karleen,

This is possible in a workflow rule

Set the evaluation criteria to 'when a record is created, and every time it's edited'

Then you can set the Rule Criteria to
ISChanged(SR_Type__c) && ISPICKVAL(SR_Type__c,'Certificate and Premium Endorsement') && ISPICKVAL( PRIORVALUE(SR_Type__c),'Certificate Only')

Let me know if this works for you.

Regards,
Ramakant
Karleen MendozaKarleen Mendoza
Hi Ramakant,

Thanks for the advice. I got the WFR rule to work, however, now it it doubling up the tasks - meaning it is creating two tasks instead of just one and I can't figure out why.
RKSalesforceRKSalesforce
Hi Karleen,

It might be happening due to trigger or Process builder or workflow action in your org. Please share details of workflow action or trigger if any.

Regards,
Ramaknt