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javierjies
Owner Control
Hello everyone!
Do you know if is there any way to make a counter to know how many times has a Lead changed his owner?
Thanks in advance!
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Hello everyone!
Do you know if is there any way to make a counter to know how many times has a Lead changed his owner?
Thanks in advance!
Another possible solution using workflow:
First create a new field on the Lead object:
Field Label: Changed Owner
Data Type: Number
Length: 18
Decimal Paces: 0
Default Value: 0
Next create a workflow rule:
Object: Lead
Evaluation Criteria: Every time a record is created or edited
Rule Criteria: PRIORVALUE(OwnerId) != OwnerId
Now add a workflow field update:
Field to Update: Changed Owner
Use a formula to set the new value: Changed_Owner__c + 1
This should accurately track the number of times NEW leads change owner.
For pre-existing Leads (assuming you had tracking history enabled for Lead Owner) you would have to manually update the initial value.
All Answers
You can have a field called "OwnerChangeCounter__c" and use a trigger which works / fires if(trigger.new[0].ownerid<> trigger.old[0].ownerid) , and increment the value of Counter by 1 everytime the condition is fulfilled (owener is changed).
Code Snippet:-
trigger CaseTgr on Case (before update) {
if(trigger.new[0].ownerid != trigger.old[0].ownerid)
{
if(trigger.old[0].counter__c==null)
{
Trigger.new[0].nav_isp__Counter__c= 1;
}
else
{
Trigger.new[0].nav_isp__Counter__c= trigger.old[0].nav_isp__Counter__c + 1;
}
}
}
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Another possible solution using workflow:
First create a new field on the Lead object:
Field Label: Changed Owner
Data Type: Number
Length: 18
Decimal Paces: 0
Default Value: 0
Next create a workflow rule:
Object: Lead
Evaluation Criteria: Every time a record is created or edited
Rule Criteria: PRIORVALUE(OwnerId) != OwnerId
Now add a workflow field update:
Field to Update: Changed Owner
Use a formula to set the new value: Changed_Owner__c + 1
This should accurately track the number of times NEW leads change owner.
For pre-existing Leads (assuming you had tracking history enabled for Lead Owner) you would have to manually update the initial value.