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JeffKahsen
Workflow rules based on value changes
I'm wondering how I can execute workflow rules not necessarily based on the existence of a value in a particular field but on the CHANGE of a field value.
For example, I change the solution from Draft to Reviewed. How do I build a workflow rule that will execute only when the solution is updated from something other than "Reviewed" to "Reviewed"?
Any help would be appreciated.
Regards,
Jeff
For example, I change the solution from Draft to Reviewed. How do I build a workflow rule that will execute only when the solution is updated from something other than "Reviewed" to "Reviewed"?
Any help would be appreciated.
Regards,
Jeff
High level snapshot:
If an SE is required on an opportunity the account executive selects from a custom pic-list yes, no, tbd. If YES is selected a workflow rule is triggered and an email is sent out to an SE group, or a specific SE if one is selected in another area.
Basically you need to create a workflow rule where field = some value. "some value" is the change you were refereing to.
Luckily, what you've described is the default behavior ...
If your rule is:
field = "Reviewed"
The rule will trigger when the field is changed from any value other than "Reviewed" to "Reviewed".
Scot