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DumasRox Help WFR: Account Status = Active and Track Field Changes
Hello,
Can someone please help me with my criteria?
I am trying to create a workflow that will send an email only when the contact status = active and when the profile is not = to "non-us sales"
And company_level__c or general_access__c are changed.
However, when I test the formula as I have it listed below, it will fire even when the contact status is = to inactive but only when I make edits to the general_access__c text field.
Do I need to include an OR in between the 2 ISCHANGED commands?
IF (ISNULL($Profile.CreatedDate), false, true) &&
ISPICKVAL(Contact_Status__c , "Active") &&
NOT ($Profile.Name = "non-us sales") &&
ISCHANGED(Company_Level__c) ||
ISCHANGED (General_Access_Notes__c)
Your help is appreciated!
~Rox
Yeah, the operators are probably executing in a different order than you expect.
I would try:
AND(
IF (ISNULL($Profile.CreatedDate), false, true),
ISPICKVAL(Contact_Status__c , "Active"),
NOT ($Profile.Name = "non-us sales"),
OR(
ISCHANGED(Company_Level__c),
ISCHANGED (General_Access_Notes__c)
)
)
or this might work:
IF (ISNULL($Profile.CreatedDate), false, true) &&
ISPICKVAL(Contact_Status__c , "Active") &&
NOT ($Profile.Name = "non-us sales") &&
(ISCHANGED(Company_Level__c) ||
ISCHANGED (General_Access_Notes__c))
All Answers
Yeah, the operators are probably executing in a different order than you expect.
I would try:
AND(
IF (ISNULL($Profile.CreatedDate), false, true),
ISPICKVAL(Contact_Status__c , "Active"),
NOT ($Profile.Name = "non-us sales"),
OR(
ISCHANGED(Company_Level__c),
ISCHANGED (General_Access_Notes__c)
)
)
or this might work:
IF (ISNULL($Profile.CreatedDate), false, true) &&
ISPICKVAL(Contact_Status__c , "Active") &&
NOT ($Profile.Name = "non-us sales") &&
(ISCHANGED(Company_Level__c) ||
ISCHANGED (General_Access_Notes__c))
ugh, I was so close.
Your solution makes perfect sense. I went on to create 9 more without error. :)
Thank you ericzulc!
It's always something small. Glad it worked.