+ Start a Discussion
Grej SeguraGrej Segura 

Help!! I am formulating a new workflow rule and it's not working.

Given that the Type = Solutions Renewal, it should send an email alert every time the StageName is changed from the list in red to the list in blue. This is for our opportunities.


and (

and (
ISPICKVAL(Type, "Solutions Renewal"),
OR (
ISPICKVAL(StageName, "Buyout - Notification Received"),
ISPICKVAL(StageName, "Removal - Notification Received"),
ISPICKVAL(StageName, "Buyout"),
ISPICKVAL(StageName, "Removed (non-renewal)")
)
),

or(
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewal")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed as is (auto renewed)")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed/Replaced Existing Contract(s)"))
)

)

 

 

the syntax was ok. i also made an email alert connected to it. the problem i guess is within the logic. im not sure about the ISCHANGED function that i used.



Best Answer chosen by Admin (Salesforce Developers) 
SteveMo__cSteveMo__c

You need to wrap a PRIORVALUE function around each of the Red picklist values.

All Answers

VJSFDCVJSFDC

hi,

 


AND (ISPICKVAL(Type, "Solutions Renewal"),

(

AND ((ISCHANGED(StageName),

OR (ISPICKVAL(StageName, "Renewal"),

ISPICKVAL(StageName, "Renewed as is (auto renewed)"),

ISPICKVAL(StageName, "Renewed/Replaced Existing Contract(s)")

)

)

Grej SeguraGrej Segura

Hello,

Thanks a lot.

 

It still doesn't work though. I have no problem on the set-up of the email alert part. grrrrrrr

SteveMo__cSteveMo__c

You need to wrap a PRIORVALUE function around each of the Red picklist values.

This was selected as the best answer
Grej SeguraGrej Segura

Thanks a lot Stevemo. It works now.