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MarellaMarella 

Formula evaluates to True - Need help on creating a workflow

Hello all,

 

I had an issue in updating an existing work flow. there are 2 situation for workflow to be triggered:

 

1. Had the workflow rule already when any opportunity record is created or modified and not previously not met the criteria which is as below:

 

OR(Industry__c ="a0c40000002P5Sq",
                              Industry__c ="a0c40000002P5Ss",
                               Service__c="a0e400000016tZB") 
                 )


2. Now i need to update the above alert when ever the opportunity stage moved to "Won" also.

 

Finally, my workflow should fire whenever any record is created or edited with the above IDs or if any of the existing record with above IDs moved to the stage "won".

 

Please suggest me on building this workflow rule.

 

Thanks,

Marella

 

SteveMo__cSteveMo__c

Try this:

 

AND(IsWon,
OR(Industry__c ="a0c40000002P5Sq",
Industry__c ="a0c40000002P5Ss",
Service__c="a0e400000016tZB"))

 

SteveMo__cSteveMo__c

Marella,

are you all set or do you still need help?

MarellaMarella

Hi Stevemo,

 

Thanks for the reply and follow up. But unfortunately, its not working.

 

We need to send an email alert to a leader whenever a opp record is created or modified with the LookUp IDs on opportunieis and is as below i had for now:

       OR(Industry_Practice__c ="a0c40000002P5Sq", 
              Industry_Practice__c ="a0c40000002P5Ss",
              Service_Line__c="a0e400000016tZB")

Now, we need to generate a new alert for any created or modifed based on the above formula met the criteria as "Won" stage, i need to send the alert which you have given as below:

 

              AND(ISWON,

                                    OR(Industry_Practice__c ="a0c40000002P5Sq", 
                                           Industry_Practice__c ="a0c40000002P5Ss", 
                                           Service_Line__c="a0e400000016tZB")
                       )

 

These conditions are working perfectly if we create 2 seperate workflow rules. But i have to mix both the conditions into a single formula as we dont have the limit to create new formulas.

 

Hope you understand my situation and get me a solution.

 

Thanks,

Marella

SteveMo__cSteveMo__c

Hi Marella,

 

I'm not sure I understand, you don't need 2 WFR's all that you need is one: 

AND(IsWon,
OR(Industry__c ="a0c40000002P5Sq",
Industry__c ="a0c40000002P5Ss",
Service__c="a0e400000016tZB"))

 Is there a problem with the formula logic?  are you looking for something like this instead?

OR(IsWon,
Industry__c ="a0c40000002P5Sq",
Industry__c ="a0c40000002P5Ss",
Service__c="a0e400000016tZB")

 

 

SteveMo__cSteveMo__c

@Marella are you all set or do you still need help with this? 

 

SteveMo__cSteveMo__c

?

MarellaMarella

Hi Stevemo,

 

Its not working as per my requirement. Email alert has to fire based on any of those 2 condistions met and i need them in a single condition.

 

whenever any opportunity created for three lookup records (In this case, we can say a fresh opportunity)

&

whenever the opportunity is created or modified where the stage is WON for the mentioned lookup records.

 

Hope you understand better now.

 

Thanks,

Marella