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Trusted Contributor
amrit
Posts: 167
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Urgent help in this formula

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

 

Trusted Contributor
Madhan Raja M
Posts: 206
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Re: Urgent help in this formula

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

Trusted Contributor
amrit
Posts: 167
0

Re: Urgent help in this formula

Thanks for your reply its working now.