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I am changing owner name of Account
Hi All,
i am changing owner name of Account. the problem is i add a checkbox below the owner name picklist. what i want to do is when i select checkbox then a mail send to new owner using workflow and i don't select checkbox then it only change the owner name of record.
please help me
i am changing owner name of Account. the problem is i add a checkbox below the owner name picklist. what i want to do is when i select checkbox then a mail send to new owner using workflow and i don't select checkbox then it only change the owner name of record.
please help me
I think you should create a workflow rule which will be fired everytime you modifiy your account and use a criteria like AND(Checkbox_name, picklistvalue <> Owner.Username ) which means that it'll be fired when the chekbox is checked and the picklist value is different than the account.owner.username and then define your email action .