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  • Grej Segura
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SOLVED
4 replies

Help!! I am formulating a new workflow rule and it's not working.

Given that the Type = Solutions Renewal, it should send an email alert every time the StageName is changed from the list in red to the list in blue. This is for our opportunities.


and (

and (
ISPICKVAL(Type, "Solutions Renewal"),
OR (
ISPICKVAL(StageName, "Buyout - Notification Received"),
ISPICKVAL(StageName, "Removal - Notification Received"),
ISPICKVAL(StageName, "Buyout"),
ISPICKVAL(StageName, "Removed (non-renewal)")
)
),

or(
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewal")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed as is (auto renewed)")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed/Replaced Existing Contract(s)"))
)

)

 

 

the syntax was ok. i also made an email alert connected to it. the problem i guess is within the logic. im not sure about the ISCHANGED function that i used.



1 replies

Help!! I am formulating a new workflow rule and it's not working.

Given that the Type = Solutions Renewal, it should send an email alert every time the StageName is changed from the list in red to the list in blue. This is for our opportunities.


and (

and (
ISPICKVAL(Type, "Solutions Renewal"),
OR (
ISPICKVAL(StageName, "Buyout - Notification Received"),
ISPICKVAL(StageName, "Removal - Notification Received"),
ISPICKVAL(StageName, "Buyout"),
ISPICKVAL(StageName, "Removed (non-renewal)")
)
),

or(
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewal")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed as is (auto renewed)")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed/Replaced Existing Contract(s)"))
)

)

SOLVED
4 replies

Help!! I am formulating a new workflow rule and it's not working.

Given that the Type = Solutions Renewal, it should send an email alert every time the StageName is changed from the list in red to the list in blue. This is for our opportunities.


and (

and (
ISPICKVAL(Type, "Solutions Renewal"),
OR (
ISPICKVAL(StageName, "Buyout - Notification Received"),
ISPICKVAL(StageName, "Removal - Notification Received"),
ISPICKVAL(StageName, "Buyout"),
ISPICKVAL(StageName, "Removed (non-renewal)")
)
),

or(
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewal")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed as is (auto renewed)")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed/Replaced Existing Contract(s)"))
)

)

 

 

the syntax was ok. i also made an email alert connected to it. the problem i guess is within the logic. im not sure about the ISCHANGED function that i used.



1 replies

Help!! I am formulating a new workflow rule and it's not working.

Given that the Type = Solutions Renewal, it should send an email alert every time the StageName is changed from the list in red to the list in blue. This is for our opportunities.


and (

and (
ISPICKVAL(Type, "Solutions Renewal"),
OR (
ISPICKVAL(StageName, "Buyout - Notification Received"),
ISPICKVAL(StageName, "Removal - Notification Received"),
ISPICKVAL(StageName, "Buyout"),
ISPICKVAL(StageName, "Removed (non-renewal)")
)
),

or(
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewal")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed as is (auto renewed)")),
and(ISCHANGED(StageName), ISPICKVAL(StageName, "Renewed/Replaced Existing Contract(s)"))
)

)