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Abhijeet Bakare
formula criteria to trigger an email from process builder if the field are miss matched
Hi,
I am trying to write formula criteria to trigger an email from process builder if the fields are miss matched.
I have two fields (picklist) [Entitlement].Cloud_Services_Routing__c & Managed_Service__c(Checkbox).
I would like to trigger an email from process builder when the below criteria is met.
If the value of “Cloud Services Routing” is “Y” and “Managed Service” is not checked
If the value of “Cloud Services Routing” is (“N” or blank/null) and “Managed Service” is checked
Can you please help me to build a formula so that I can use it to trigger the email.
Thanks in Advance!
I am trying to write formula criteria to trigger an email from process builder if the fields are miss matched.
I have two fields (picklist) [Entitlement].Cloud_Services_Routing__c & Managed_Service__c(Checkbox).
I would like to trigger an email from process builder when the below criteria is met.
If the value of “Cloud Services Routing” is “Y” and “Managed Service” is not checked
If the value of “Cloud Services Routing” is (“N” or blank/null) and “Managed Service” is checked
Can you please help me to build a formula so that I can use it to trigger the email.
Thanks in Advance!
However, I only want to send an email if this case is newly created or if someone made a change to these fields on the case object
Use this for new and update case.
((ISPICKVAL([Contact].Cloud_Services_Routing__c ,"Yes") && ([Contact].Managed_Service__c = False)) || (ISPICKVAL([Contact].Cloud_Services_Routing__c,"No")|| (ISPICKVAL([Contact].Cloud_Services_Routing__c, Null ) && ([Contact].Managed_Service__c = True )))) && ISNEW()