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transilalexistransilalexis 

WF Rule Criteria Assistance

Trying to create rule criteria within a WF to assign a task to the Opportunity Owner only IF the Opp Owner role does not contain the letters "CSR".  Where I'm hitting a roadblock is how to insert criteria based on the Opp Owner.  I have created the following for my WF rule but it will only fire based on the User's role.

 

Rule Name: Update Stage because Close Date has passed.

Description: Opportunity Owner to be assigned task to update the stage when Today's Date is greater than the Close Date.  Opportunity Owner role must not contain "CSR".



Rule Criteria:

NOT (CONTAINS($UserRole.Name, "CSR")) 
&& (CloseDate < TODAY()) 
&& (ISPICKVAL(StageName, "Solution Acceptance/Sample(s)") 
|| ISPICKVAL(StageName, "Quote") 
|| ISPICKVAL(StageName, "Build Value Proposition"))

I thought that this would work if I could add another layer to the rule criteria that included Opportunity Owner = User, but again I'm back to my roadblock of not being able to base criteria on the Opp Owner (unless I'm overlooking that option).

 

Any ideas on how to side step this roadblock?  Thank you in advance for reading and for your thoughts.

 

Alexis

Best Answer chosen by Admin (Salesforce Developers) 
nylonnylon

It's one of well-known Salesforce's defects but unfortunately you can't use Opportunity Owner's Role value in WFR.

 

Workaround:

http://theenforcer.net/2010/06/making-owner-available-in-formulas/

 

And an idea regarding this:

http://success.salesforce.com/ideaview?id=08730000000BrqaAAC

All Answers

nylonnylon

It's one of well-known Salesforce's defects but unfortunately you can't use Opportunity Owner's Role value in WFR.

 

Workaround:

http://theenforcer.net/2010/06/making-owner-available-in-formulas/

 

And an idea regarding this:

http://success.salesforce.com/ideaview?id=08730000000BrqaAAC

This was selected as the best answer
transilalexistransilalexis

Thank you so much for your help!