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computing cloud Help in a formual field for workflow rule
Hello All ,
I have a requirement ,where certain conditions should get met for an email notification to go the owner before 100 days of the contract end date.
So i have created the a time based workflow rule and a email alert.
Condition is :
1)Renewable status is equal to pipeline , next qtr
2)Next Year Status is not equal to renewed or renewed lost.
3)Renewed is true
4)SRR is YES
So while creating a Rule criteria i have used the filter as :
This is the Criteria met conditions i ahve given for 100 days .
1)Renewable status is equal to pipeline , next qtr --picklist field
2)Next Year Status is not equal to renewed or renewed lost.---picklist field
3)Renewed is true ---formula field make it checked
4)SRR is '' ---picklist field
How do i add the 3 & 4 Condition in the formula field.Instead of writing the criteria ,can we go with a formula field
Any help very much appreciated.
I have a requirement ,where certain conditions should get met for an email notification to go the owner before 100 days of the contract end date.
So i have created the a time based workflow rule and a email alert.
Condition is :
1)Renewable status is equal to pipeline , next qtr
2)Next Year Status is not equal to renewed or renewed lost.
3)Renewed is true
4)SRR is YES
So while creating a Rule criteria i have used the filter as :
This is the Criteria met conditions i ahve given for 100 days .
((Contract: Contract End DateNOT EQUAL TOnull) AND (Contract: Renewal StatusEQUALS pipeline) ) OR (Contract: Renewal StatusEQUALS next qtr) OR (Contract: Next Year Status NOT EQUAL TO Renewed) OR (Contract: Next Quarter Renewal StatusNOT EQUAL TO Renewed lost)Now Similarly i would like to send an email notification for 90 days before the contract end date.
1)Renewable status is equal to pipeline , next qtr --picklist field
2)Next Year Status is not equal to renewed or renewed lost.---picklist field
3)Renewed is true ---formula field make it checked
4)SRR is '' ---picklist field
How do i add the 3 & 4 Condition in the formula field.Instead of writing the criteria ,can we go with a formula field
AND( OR( ISPICKVAL(Renewable status, 'next qtr'), ISPICKVAL(Renewable status, 'pipeline') ), NOT(ISPICKVAL(Next Year Status, 'renewed' )), NOT(ISPICKVAL(Next Year Status, 'renewed lost')) )Can u let me know which one is better writing a criteria condition or Formula evaluated true .
Any help very much appreciated.