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Adeline Moore
I need a formula Please.
I want to create a formula that will execute when the "Lead Owner Queue" get changed to a "Lead Owner User".
Everything I try gives me an error:
Owner:Queue.Id ISCHANGED(field)
Can Someone help me create the right formula Please
Adeline
Everything I try gives me an error:
Owner:Queue.Id ISCHANGED(field)
Can Someone help me create the right formula Please
Adeline
@Roshni : The approach you have chosen will basically fire the email alert every time the record is edited irrespective of whether the owner has been changed or not. Also, it's not a good practice to check for hardcoded prefix values of an ID.
@Adeline : I would recommend you to use the workflow for this because as of today process builder has some known issues when working with the Owner field and produces some undesirable results. The workflow is more robust when it comes to handling the Owner field. No doubt, that process builder is much more advanced than workflows. However it keeps getting refined and we should soon be able to use it for all the scenarios.
Let's stick to the workflow rule to achieve this now. The criteria should be such that it should fire the workflow only when the Owner is changed from a Queue to a User. The evaluation criteria of the workflow should "created and every time it's edited" i.e. the 2nd Option.
The formula for the criteria of the workflow will be this
That's it !
All Answers
Try this
Hope it helps
RD
if you are using Process Builder, you can use the standard built in IsChanged function by giving value as TRUE.
try this.. hope it will work
Thanks,
Ram
From you other post (https://developer.salesforce.com/forums/ForumsMain?id=9060G000000I3ymQAC)
Can you change the value accordingly
Basically we are comparing if the value is getting changed.
If it doesnot work try getting the value from the formula builder itself.
Regards
Rd
Please try this the below formula field in your process builder.
ISCHANGED([Lead].Owner:Queue.OwnerId)
It works fine for me.
Regards
Roshni
Here it the email failure report
I got solution for you. now its working perfectly for me and i am getting alert email.
try the below code.
Here OOG should be letter [oh] not digit zero. If its working for you, mark my aswer as best answer.
Happy coding.
Regards
Roshni
@Roshni : The approach you have chosen will basically fire the email alert every time the record is edited irrespective of whether the owner has been changed or not. Also, it's not a good practice to check for hardcoded prefix values of an ID.
@Adeline : I would recommend you to use the workflow for this because as of today process builder has some known issues when working with the Owner field and produces some undesirable results. The workflow is more robust when it comes to handling the Owner field. No doubt, that process builder is much more advanced than workflows. However it keeps getting refined and we should soon be able to use it for all the scenarios.
Let's stick to the workflow rule to achieve this now. The criteria should be such that it should fire the workflow only when the Owner is changed from a Queue to a User. The evaluation criteria of the workflow should "created and every time it's edited" i.e. the 2nd Option.
The formula for the criteria of the workflow will be this
That's it !