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Adam Daniel Workflow Rule Based on Formula Checkbox
Hi, all -
I have a workflow rule in my Orders object triggered by a checkbox. The checkbox is based on a formula field that simply echoes a similar checkbox in my Opportunities object.
When the checkbox in Opportunities is checked, that should be echoed in the Orders checkbox. When the Orders checkbox is then true, the workflow rule should fire (it triggers an email alert).
Everything looks fine, and seemed to test okay, but now the email alert isn't sending when the box is checked in Opportunities.
Any thoughts? Thanks!
I have a workflow rule in my Orders object triggered by a checkbox. The checkbox is based on a formula field that simply echoes a similar checkbox in my Opportunities object.
When the checkbox in Opportunities is checked, that should be echoed in the Orders checkbox. When the Orders checkbox is then true, the workflow rule should fire (it triggers an email alert).
Everything looks fine, and seemed to test okay, but now the email alert isn't sending when the box is checked in Opportunities.
Any thoughts? Thanks!
Please check what evalution criteria you have given.
Please refer this help topic:
https://help.salesforce.com/s/articleView?id=sf.workflow_rules_define.htm&type=5
Thanks
Vijaya Donepudi
Can you please check the re-evaluation of workflow rule after field update check box will resolve the issue.
This should check when update check box field at order record.
If this helps, please mark it as best answer.
Regards,
Ankaiah Bandi