You need to sign in to do that
Don't have an account?
Time-based workflow not evaulating properly?
For some reason, when setting up a workflow that looks at a roll-up summary field on the account, it's just not working properly. Here is what I have in my formula for the workflow:
Evaluation Criteria: When a record is created, or when a record is edited and did not previously meet the rule criteria.
Formula:
CreatedBy.A_Agent__c=true && Number_of_closed_won_opportunities__c=null
This is what the debug log returns:
Evaluating Workflow Entry Criteria:
Formula: CreatedBy.A_Agent__c=true && Number_of_closed_won_opportunities__c = null
Value(s) Found: CreatedBy.A_Agent__c=1, Number_of_closed_won_opportunities__c=null
Criteria evaluates to false
I've tried multiple variations of this, and nothing seems to work! The debug log looks exactly like my formula criteria - why won't it validate and trigger?
In case others encounter this same issue, I was able to work-around it with the following:
I created a formula field called "opps" on the account object, which did the following:
Number_of_closed_lost_opps__c + Number_of_closed_won_opportunities__c
My workflow was then changed to this:
CreatedBy.A_Agent__c=true && opps__c = 0
This caused the workflow to evaluate to true. This allows a time-based workflow to trigger on any account with an open opportunity upon creation. Once a user marks it as closed won or closed lost, the time based trigger no longer applies.