• bwacjay
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I've got the following workflow rule on Opportunity and for some reason I'm getting the "Rule not evaluated" in the debug log whenever the triggering criteria is met.

Rule Criteria
(
Opportunity: Opportunity Record Type equals Online Marketing Opportunity RT)
or (Price Book: Price Book Name equals Online)

Evaluation Criteria
When a record is created, or when a record is edited and did not previously meet the rule criteria

I created a brand-new opportunity, setting the record type to "Misc Sales" and then I chose the Online Pricebook, but did not add any products.  When this happened I got the following log entry, and note the prior workflow rule has exactly the same criteria, just "Media" instead.

Code:
Rule Name: Media Opportunity Closed
Trigger type: ON_CREATE_OR_TRIGGERING_UPDATE
Evaluating Workflow Entry Criteria: 
[Opportunity : Opportunity Record Type equals Alternative Media Opportunity RT] OR
 [Price Book : Price Book Name equals Media]
Value found: 01260000000DKSA
Value found: Online
Criteria evaluates to false
[Opportunity: TEST Online Opp 0066000000AX04d]
Rule Name: New Online Opportunity
Trigger type: ON_CREATE_OR_TRIGGERING_UPDATE
Evaluating Workflow Entry Criteria: 
Rule not evaluated

So then I switched the Pricebook to "Media" thinking I'd see if there was a problem with the Online rule, and I got this log entry:
Code:
Rule Name: Media Opportunity Closed
Trigger type: ON_CREATE_OR_TRIGGERING_UPDATE
Evaluating Workflow Entry Criteria: 
Rule not evaluated
[Opportunity: TEST Online Opp 0066000000AX04d]
Rule Name: New Online Opportunity
Trigger type: ON_CREATE_OR_TRIGGERING_UPDATE
Evaluating Workflow Entry Criteria: 
[Opportunity : Opportunity Record Type equals Online Marketing Opportunity RT] OR
 [Price Book : Price Book Name equals Online]
Value found: 01260000000DKSA
Value found: Media
Criteria evaluates to false

Basically if my "Pricebook Name" criteria is met, the rule isn't evaluated.  This causes a big problem because I need to notify people when these types of opportunities are created.  Why in the world isn't the rule being evaluated?  It seems like Salesforce is just being fickle.  :)

Mark
 

 

My company has a very cluttered Opportunity page.  We have one type of service that requires a bunch of additional information that is quire different from the general opportunity.  Can we set up some relationship whereby these additional fields are not shown unless the user selects thsi specific 'service' from the main opportunity type picklist?