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anthonyleeanthonylee 

Cross Object Formula and Email Notification

Here is my problem

 

I have a picklist filed that has two values in "Obeject A"

 

value = Approved

value = Not Approved

 

Now I have an "Object B" and has a formula field that gets that value from "Object A"

 

I created a workflow for "Object B" when the formula filed consist of value "Approved" it will send an email alert.

 

Although the formula filed from "Obejct B" is reading the values from "Object A", workflow rules and email alerts are not working.

 

Any thoughts?

kcpluspluskcplusplus

So Object B has a lookup relationship to object A. Object B has a formula field that bring the value on as text. Then the workflow fires when it is approved to send an email alert.

 

Can you post the workflow rule criteria and also is it set for everytime a record is created, created and edited, or created and edited and did not previously meet criteria?

 

Finally have you checked the debug log to see if the workflow is firing and the email alert just isn't sending or if the workflow isn't firing.

 

--KC