function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Renee NicholusRenee Nicholus 

I'm having trouble with a workflow rule.

This rule isn't firing unless there is a date in the Training_Request_Date__c field, however, I want it to fire even if the field is blank. From what I see, it should be firing if that field is blank. Only if the field has today's date, it should not fire. Any ideas?

AND(  
RecordType.Name = " Test Opportunity Record Type",   
ISPICKVAL (StageName, "Closed - Won (100%)"), ISPICKVAL(Sales_Type__c,"New EST") ||  
ISPICKVAL(Sales_Type__c,"New EST/DRP") ||  
ISPICKVAL(Sales_Type__c,"New Add-On"), 
NOT(ISPICKVAL( Order_Type__c , "Renewal Contract")), 
NOT(Training_Request_Date__c == TODAY()),
Account.Field_Service_Territory__r.Name = "E-1A" ||
Account.Field_Service_Territory__r.Name = "E-1B" ||
Account.Field_Service_Territory__r.Name = "E-1C")
Best Answer chosen by Renee Nicholus
Maharajan CMaharajan C
Hi Renee,

Please try the below formula

AND(  
RecordType.Name = " Test Opportunity Record Type",   
ISPICKVAL (StageName, "Closed - Won (100%)"), 

OR(ISPICKVAL(Sales_Type__c,"New EST") ,  
ISPICKVAL(Sales_Type__c,"New EST/DRP"),  
ISPICKVAL(Sales_Type__c,"New Add-On")), 

NOT(ISPICKVAL( Order_Type__c , "Renewal Contract")), 

OR( Training_Request_Date__c != TODAY(),ISBLANK(Training_Request_Date__c)),

OR( Account.Field_Service_Territory__r.Name = "E-1A" ,
Account.Field_Service_Territory__r.Name = "E-1B" ,
Account.Field_Service_Territory__r.Name = "E-1C" )
)

 Can you please Let me know if it helps or not!!!

If it helps don't forget to mark this as a best answer!!!

Thanks,
Raj
 

All Answers

Marry SteinMarry Stein
Hey,

usa a simpe OR statment and the isblank formula :)
Maharajan CMaharajan C
Hi Renee,

Please try the below formula

AND(  
RecordType.Name = " Test Opportunity Record Type",   
ISPICKVAL (StageName, "Closed - Won (100%)"), 

OR(ISPICKVAL(Sales_Type__c,"New EST") ,  
ISPICKVAL(Sales_Type__c,"New EST/DRP"),  
ISPICKVAL(Sales_Type__c,"New Add-On")), 

NOT(ISPICKVAL( Order_Type__c , "Renewal Contract")), 

OR( Training_Request_Date__c != TODAY(),ISBLANK(Training_Request_Date__c)),

OR( Account.Field_Service_Territory__r.Name = "E-1A" ,
Account.Field_Service_Territory__r.Name = "E-1B" ,
Account.Field_Service_Territory__r.Name = "E-1C" )
)

 Can you please Let me know if it helps or not!!!

If it helps don't forget to mark this as a best answer!!!

Thanks,
Raj
 
This was selected as the best answer
Renee NicholusRenee Nicholus
Thanks Maharajan! Worked like a charm