Workflow Rules

[JessP]

Hi Everyone,

I had a quick question...as usual the whole formula thing is causing me probs. I am trying to create a workflow rule that sends an email to one person whenever a date is changed on our 75% probabilty Opportunities.

I am presuming I would need to use (ISCHANGED) but can I get it to do what I want, can I heck :-/

Any help gratefully received.

Oh and wishing you all a Happy Holidays :-)

Jess P

[Stevemo · Accepted solution]

Hi Jess,

Here's what you need to do (make sure that your rule triggers every time a record is created or edited).

 Workflow Rule Detail

Rule Name:	CloseDateChange75Pct	
Object:	Opportunity
Active:	Checked	
Evaluation Criteria:	Every time a record is created or edited
Rule Criteria:	AND(Probability >= 0.75, ISCHANGED(CloseDate))

 

Message Edited by Stevemo on 12-22-2009 10:59 AM

Message Edited by Stevemo on 12-22-2009 10:59 AM

[JessP]

Hi Stevemo,

Thanks as always!!! Happy Holidays :-)

Jess

[Stevemo]

Whose house??? http://www.youtube.com/watch?v=VtVFcJiqHSQ 

[JessP]

Lol that's a great movie, big Kevin Smith Fan!!!

When I put good ole formula in, it tells me I can't use ISCHANGED in that type of formula. Do I need to change it up?

[Stevemo]

Did you change your evaluation criteria to : "Every time a record is created or edited"? (that's the key).

Can you post a screen shot of your workflow rule, like this?

Message Edited by Stevemo on 12-22-2009 11:32 AM

[JessP]

"Cough" bows head in shame...I thought I had. Thank you!