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Urgent help in this formula
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11-07-2012 02:33 AM
Hi,
I want to create a workflow which will send a task aswell as emailalert .
ie Workflow should fire if the stage is DecisionMAker(60%)or Propostion or Closed Won or Closed lost and leadsource =web.
It shouldnot fire for other stages.
Whenever we change the stage to desionmaker.Workflow will execute.But if i changed again the same stage to closed won then it will not work because workflow will execute once only.But i should get emailalert or task whenever the stage is changed.
I used this below condition in workflow and change the evaluation criteria as Evaluate the rule when a record is created, and every time it’s edited
AND(OR(Probability >0.5,Probability =0),ISCHANGED( StageName),ISPICKVAL( LeadSource , 'Web'))
But its not working.How can i resolve this issue.How can i avoid using some picklist values in ischanged function
Solved! Go to Solution.
Re: Urgent help in this formula
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11-07-2012 07:22 AM
Hi Amrit,
Try this formula:
AND(OR(ISPICKVAL( StageName , 'Decision Maker'),ISPICKVAL( StageName , 'Propostion'),ISPICKVAL( StageName , 'Closed Won'),ISPICKVAL( StageName , 'Closed Lost')), ISCHANGED( StageName ),ISPICKVAL( LeadSource , 'Web'))
Madhan Raja M
Re: Urgent help in this formula
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11-07-2012 07:55 PM
Thanks for your reply its working now.

