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Tristan JonesTristan Jones 

Using lookup fields in a workflow

Hi Guys, 

I'm putting in a workflow to calculate pipeline stage based on what opportunity fields have been completed by the user. An aspect of this is that a user has to identify and document various decision makers at different stages (coach, technical buyer etc). I've been using a text field that the user has to write the name in as part of the workflow with no problem.

Now I'd like to change this text field to a lookup field and have the user have to select the decision makers from their existing contacts instead of write a name in a text box. I've set this up in the opportunity using lookup fields but I'm not able to find these lookup fields in the rule criteria fields in workflow rules and as such can't link them to pipeline stage. Does anyone know of any way around this? 

 

Thanks 

RobAlexanderRobAlexander
Try using Process Builder instead of Workflow Rules.