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Sachin Kumar 34
Approval Formula/Criteria required
I need to set the 3 different condition into my approval process
If Opportunity : Stage (If stage = Offer/POC or Stage = 5-Contracts) à Approval is required
If any changes into the closed date à Approval is required
If any changes into the TOTAL (i.e) à Approval is required
I had Field Name TOTAL
Currently my TOTAL = 10$
Now in the record, I had changed the TOTAL = 1010$ (If the new new TOTAL value is > 1000$ (i.e. the difference between Old TOTAL (10$) and the New TOTAL (1010$) greater than (>) 1000$) --> the approval process will work.
In the same case If TOTAL = 1010$
Now in the same record I had changed the TOTAL = 10$ (If the new TOTAL is 10$ (i.e. the difference between New TOTAL (10$) and the Old TOTAL (1010$) less than (<) 1000$) --> the approval process will work. Remember, I have only one field TOTAL.
For me (1) & (2) is working, unable to set the criteria for the (3) -> For TOTAL condition
(Opportunity: StageEQUALS3 - Offer/POC,5 - Contracts) OR (Opportunity: Close DateNOT EQUAL TOTODAY)
If Opportunity : Stage (If stage = Offer/POC or Stage = 5-Contracts) à Approval is required
If any changes into the closed date à Approval is required
If any changes into the TOTAL (i.e) à Approval is required
I had Field Name TOTAL
Currently my TOTAL = 10$
Now in the record, I had changed the TOTAL = 1010$ (If the new new TOTAL value is > 1000$ (i.e. the difference between Old TOTAL (10$) and the New TOTAL (1010$) greater than (>) 1000$) --> the approval process will work.
In the same case If TOTAL = 1010$
Now in the same record I had changed the TOTAL = 10$ (If the new TOTAL is 10$ (i.e. the difference between New TOTAL (10$) and the Old TOTAL (1010$) less than (<) 1000$) --> the approval process will work. Remember, I have only one field TOTAL.
For me (1) & (2) is working, unable to set the criteria for the (3) -> For TOTAL condition
(Opportunity: StageEQUALS3 - Offer/POC,5 - Contracts) OR (Opportunity: Close DateNOT EQUAL TOTODAY)
Your total formula should look like this: feel free to tweak or fix syntax based on actual variable names (like real name for Total__c)
If Opportunity : Stage (If stage = Offer/POC or Stage = 5-Contracts) à Approval is required
If any changes into the closed date à Approval is required -- is the requirement just any changes to close date???
If any changes into the TOTAL (i.e) à Approval is required
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Thanks
Thx
I am getting the below error, while using your above code
Error: Function ISCHANGED may not be used in this type of formula
Stage Filed -> Picklist
Closed Date -> Date
Total__C -> Formula (Currency) field