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Julia RodriguezJulia Rodriguez 

Workflow Rule not Working: Updating a Custom Currency field to 0.00

Hello All,

I set up a workflow to be triggered when the picklist value of Lead Status is "B2C subscriber", when it is created and every time it is edited to subsequently meet this criteria. With the action to update the custom currency field, "Potential B2C Revenue" to 0.00. However, I have tested this and nothing changes when I save a record to the B2C Subscriber status.

It only allows me to select the new Potential Revenue Value as a blank value or a formula. I wasn't aware there was a formula for "0.00"??
Any help would be appreciated. 

 Currency Output Options



Thank you,
Julia
Best Answer chosen by Julia Rodriguez
SalesFORCE_enFORCErSalesFORCE_enFORCEr
As shown in the image, Lead Status is not "B2C Subscriber". Workflow will trigger only for "B2C Subscriber"

All Answers

SalesFORCE_enFORCErSalesFORCE_enFORCEr
Works for me. What happens when you create a new lead with that status and some amount in Potential B2C Revenue? 
Julia RodriguezJulia Rodriguez
Hi there, it let's me save it and doesn't move the Potential B2C Revenue to 0.00 or null. I'm completely stumped.
SalesFORCE_enFORCErSalesFORCE_enFORCEr
Can you check in Debug Logs if the workflow is getting triggered or not? I think something is wrong with the workflow.
Julia RodriguezJulia Rodriguez
Nothing is logged here.
User-added image
SalesFORCE_enFORCErSalesFORCE_enFORCEr
Is your workflow active? Can you post it here?
Julia RodriguezJulia Rodriguez
User-added image
Ironically, the Lead Source workflow rule is working when I have it set to Null and set up the same way. Ideally, these both would go to 0.00 since this is for a financially type of report.

User-added image

User-added image
The Lead Status work flow rule does not work for Null or 0.00

I appreciate your time here!
SalesFORCE_enFORCErSalesFORCE_enFORCEr
It should work if you change it to 0 instead of null.
Try to change the Evaluation Criteria to Every time created or edited and use this in formula
AND(
ISPICKVAL(LeadStatus,"B2C Subscriber"),
ISCHANGED(LeadStatus)
)
SalesFORCE_enFORCErSalesFORCE_enFORCEr
Better use this
OR(
AND(
NOT(ISNEW()),
ISPICKVAL(LeadStatus,"B2C Subscriber"),
ISCHANGED(LeadStatus)
),
AND(
ISNEW(),
ISPICKVAL(LeadStatus,"B2C Subscriber")
)
)
Julia RodriguezJulia Rodriguez
Ugh....still doesn't work.....
I tried to edit an existing record and it didn't change it and then I created one and it didn't change it to 0.00
User-added image
SalesFORCE_enFORCErSalesFORCE_enFORCEr
As shown in the image, Lead Status is not "B2C Subscriber". Workflow will trigger only for "B2C Subscriber"
This was selected as the best answer
Julia RodriguezJulia Rodriguez
LOL... I apologize I attached the wrong image. See this one:
User-added image
Julia RodriguezJulia Rodriguez
Oh, this is probably why...
User-added image
Julia RodriguezJulia Rodriguez
Okay, I got it to work by just using the criteria = B2C Subscriber.....what I did when I wrote in here.... It is now working which makes no sense.
Thank you for your time!