I am trying to write a validation rule on the standard Phone field which fulfils the following. The value should be accepted only if it starts with "001" otherwise a validation error should be thrown.
I have tried both the following and were successful in checking the prefix but failing in other cases.
LEFT(Phone, 3) <> "001"
I created a custom object with master detail on the opportunity. There are record types on the custom object based on geography - Americas and EMEA. When I built the process builder with the conditions to fire off email alerts, I included the record type name. it is not working and the emails fire off regardless of the record type of th object.
It worked fine before I had to separate by geo - only when I added in the condition does it not work. HELP!
I want to send an email notification to users based on two field criterias. These are:
1. the payment method = Barter
2. the payment amount field has been updated
I have created a custom field to capture the previous amount value when that field has been changed and I have built a workflow rule with a field update for this.
ISCHANGED( Payment_Amount__c ),