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Renee Nicholus
I'm having trouble with a workflow rule.
This rule isn't firing unless there is a date in the Training_Request_Date__c field, however, I want it to fire even if the field is blank. From what I see, it should be firing if that field is blank. Only if the field has today's date, it should not fire. Any ideas?
AND(
RecordType.Name = " Test Opportunity Record Type",
ISPICKVAL (StageName, "Closed - Won (100%)"), ISPICKVAL(Sales_Type__c,"New EST") ||
ISPICKVAL(Sales_Type__c,"New EST/DRP") ||
ISPICKVAL(Sales_Type__c,"New Add-On"),
NOT(ISPICKVAL( Order_Type__c , "Renewal Contract")),
NOT(Training_Request_Date__c == TODAY()),
Account.Field_Service_Territory__r.Name = "E-1A" ||
Account.Field_Service_Territory__r.Name = "E-1B" ||
Account.Field_Service_Territory__r.Name = "E-1C")
AND(
RecordType.Name = " Test Opportunity Record Type",
ISPICKVAL (StageName, "Closed - Won (100%)"), ISPICKVAL(Sales_Type__c,"New EST") ||
ISPICKVAL(Sales_Type__c,"New EST/DRP") ||
ISPICKVAL(Sales_Type__c,"New Add-On"),
NOT(ISPICKVAL( Order_Type__c , "Renewal Contract")),
NOT(Training_Request_Date__c == TODAY()),
Account.Field_Service_Territory__r.Name = "E-1A" ||
Account.Field_Service_Territory__r.Name = "E-1B" ||
Account.Field_Service_Territory__r.Name = "E-1C")
Please try the below formula
AND(
RecordType.Name = " Test Opportunity Record Type",
ISPICKVAL (StageName, "Closed - Won (100%)"),
OR(ISPICKVAL(Sales_Type__c,"New EST") ,
ISPICKVAL(Sales_Type__c,"New EST/DRP"),
ISPICKVAL(Sales_Type__c,"New Add-On")),
NOT(ISPICKVAL( Order_Type__c , "Renewal Contract")),
OR( Training_Request_Date__c != TODAY(),ISBLANK(Training_Request_Date__c)),
OR( Account.Field_Service_Territory__r.Name = "E-1A" ,
Account.Field_Service_Territory__r.Name = "E-1B" ,
Account.Field_Service_Territory__r.Name = "E-1C" )
)
Can you please Let me know if it helps or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj
All Answers
usa a simpe OR statment and the isblank formula :)
Please try the below formula
AND(
RecordType.Name = " Test Opportunity Record Type",
ISPICKVAL (StageName, "Closed - Won (100%)"),
OR(ISPICKVAL(Sales_Type__c,"New EST") ,
ISPICKVAL(Sales_Type__c,"New EST/DRP"),
ISPICKVAL(Sales_Type__c,"New Add-On")),
NOT(ISPICKVAL( Order_Type__c , "Renewal Contract")),
OR( Training_Request_Date__c != TODAY(),ISBLANK(Training_Request_Date__c)),
OR( Account.Field_Service_Territory__r.Name = "E-1A" ,
Account.Field_Service_Territory__r.Name = "E-1B" ,
Account.Field_Service_Territory__r.Name = "E-1C" )
)
Can you please Let me know if it helps or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj