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Karla Pliego 3Karla Pliego 3 

Formula for workflow rurle

I have the following formula for a workflow rule that, one of the formula items is that from a picklist either 2 of several items are part of the conditions. This picklist field is Broker Representation, I want the WF to trigger if broker reprensentation equals Seller OR Double Side. How can I change the below formula to reflect this? I tried playing around but it seems I'm always missing a ) or , 

AND(
TEXT(Loan_Type__c)= "VA",
NOT(ISBLANK(Lender_Company_Contact__c )),
NOT(ISBLANK(Buyer_Selling_Agent__c)),
NOT(ISBLANK(Listing_Agent__c )),
NOT(ISBLANK( Appraisal_Ordered_Date__c )),
ISBLANK( Appraisal_Date_Time__c ),
Text ( rethink3__Broker_Representation__c ) = ("SELLER" "Double sided")
)

 
Best Answer chosen by Karla Pliego 3
Tarun J.Tarun J.
Hello Karla,

Try this:
AND(
TEXT(Loan_Type__c)= "VA",
NOT(ISBLANK(Lender_Company_Contact__c )),
NOT(ISBLANK(Buyer_Selling_Agent__c)),
NOT(ISBLANK(Listing_Agent__c )),
NOT(ISBLANK( Appraisal_Ordered_Date__c )),
ISBLANK( Appraisal_Date_Time__c ),
OR(
	TEXT ( rethink3__Broker_Representation__c ) = "SELLER",
	TEXT( rethink3__Broker_Representation__c ) = "Double sided"
)
)

-Thanks,
TK

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.

All Answers

Tarun J.Tarun J.
Hello Karla,

Try this:
AND(
TEXT(Loan_Type__c)= "VA",
NOT(ISBLANK(Lender_Company_Contact__c )),
NOT(ISBLANK(Buyer_Selling_Agent__c)),
NOT(ISBLANK(Listing_Agent__c )),
NOT(ISBLANK( Appraisal_Ordered_Date__c )),
ISBLANK( Appraisal_Date_Time__c ),
OR(
	TEXT ( rethink3__Broker_Representation__c ) = "SELLER",
	TEXT( rethink3__Broker_Representation__c ) = "Double sided"
)
)

-Thanks,
TK

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
This was selected as the best answer
Arvind KumarArvind Kumar

Hi Karla,

You can use above mention formula whch has been updated by Tarun. It will work for you.

Thanks,
Arvind Kumar

Karla Pliego 3Karla Pliego 3
No errors!! Now let's hope it triggers! Thanks!