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ArmanMArmanM 

Help with workflow email trigger condition

Hi, 

We currently have a workflow email in place and it gets triggered where when someone changes the opportunity stage to (closed won or closed won annual) and opportunity department is (sales). However I want this workflow to get triggered only when if the opportunity owner changes/marks it as (closed won or closed won annual) and opportunity department is (sales). How can I do this? 

Thank you,
AcctMgt 
  
Best Answer chosen by ArmanM
Akhil AnilAkhil Anil
Hi,

So your workflow rule formula will be like this
 
AND( 
Owner.Username =  $User.Username,
ISCHANGED( StageName ),
OR(
TEXT(StageName) = "Closed Won",
TEXT(StageName) = "Closed Won Annual"
),
Text(Department__c) = "Sales"
)
Note that you need to select the evaluation criteria to "created, and every time it's edited" for this formula to work.

Kindly mark it as answer if it works !

All Answers

Suman DeepSuman Deep
Hi
Use the Formula in Workflow to match Oppty Owner Name/Email = User Name/Email, 
Hope this helps.
thanks
Akhil AnilAkhil Anil
Hi,

So your workflow rule formula will be like this
 
AND( 
Owner.Username =  $User.Username,
ISCHANGED( StageName ),
OR(
TEXT(StageName) = "Closed Won",
TEXT(StageName) = "Closed Won Annual"
),
Text(Department__c) = "Sales"
)
Note that you need to select the evaluation criteria to "created, and every time it's edited" for this formula to work.

Kindly mark it as answer if it works !
This was selected as the best answer