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HeeseHeese 

Workflow Rule to Update Type Field when Sending an Email

I'm using Salesforce Enterprise Edition. 

 

I am trying to create  a workflow rule that automatically updates the Type Field on a Task to Email, when an email is sent through salesforce.  My workflow criteria is  when Type does not contain Meeting, LVM, Call (basically null) and Status equals complete.  No matter what I cannot get it to run.  Every email sent through salesforce has no type.  Please help

werewolfwerewolf
Did you activate the workflow rule?  That's a common mistake -- people make workflow rules but then forget to set them to Active.
HeeseHeese
I wish that was the case but it seems to be active
werewolfwerewolf
Well what are the criteria on your workflow rule?
HeeseHeese

 

 
Error: Invalid Data.
Review all error messages below to correct your data.
Rule NameUpdate Type Field to EmailObjectTask
ActiveCheckedEvaluation CriteriaWhen a record is created, or when a record is edited and did not previously meet the rule criteria

 

 

 

 

 Rule Criteria

(Task: Typedoes not containMeeting,LVM,Call) and (Task: ClosedequalsTrue)