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Dan KiddDan Kidd 

Workflow rule to alert on changed Account name, including picklists to filter which records meet the criteria

Hi there,

Another workflow rule question! I'm looking to set up an e-mail alert when the following criteria are met:
  • When an Account name is changed (not created, only when changed)
  • Account Type = "Customer" or "In delivery"
I'm banging my head against the "you cannot use this operator with a picklist" wall. Help me! The closest I could get is this:
  
AND(
OR(
NOT(ISBLANK(PRIORVALUE( Name ))),ISCHANGED( Name )),
NOT(ISNEW()),
ISPICKVAL (Type  = 'In delivery'),
ISPICKVAL (Type = 'Customer')
)

Thanks,
Dan​
Best Answer chosen by Dan Kidd
HARSHIL U PARIKHHARSHIL U PARIKH
I don't thik you need to write any PRIORVALUE or ISNEW functions here since ISCHANGED will take care all of them.

If new Account comes in, then ISCHANGE is not evaluated - This is what we want.
If new Account comes in with the name and updated without any chnage in name then ISCHANGE is not evaluated - This is what we want
  
AND(
    ISCHANGED(Name),
      
     OR(
        
         ISPICKVAL(Type  , "In delivery"), 
         ISPICKVAL(Type  , "Customer")
       )
   )



Above formula will only evaulates true when

1) You make a change in an Account Name and at the same time "Type" is either In delivery OR Customer.

Hope it helps!

All Answers

HARSHIL U PARIKHHARSHIL U PARIKH
Try to use below formula,
  
AND(
    ISCHANGED(Name),
      
     OR(
        
         ISPICKVAL(Type  , "In delivery"), 
         ISPICKVAL(Type  , "Customer")
       )
   )

Hope this helps and if it solves the query then please mark it as best answer!
HARSHIL U PARIKHHARSHIL U PARIKH
I don't thik you need to write any PRIORVALUE or ISNEW functions here since ISCHANGED will take care all of them.

If new Account comes in, then ISCHANGE is not evaluated - This is what we want.
If new Account comes in with the name and updated without any chnage in name then ISCHANGE is not evaluated - This is what we want
  
AND(
    ISCHANGED(Name),
      
     OR(
        
         ISPICKVAL(Type  , "In delivery"), 
         ISPICKVAL(Type  , "Customer")
       )
   )



Above formula will only evaulates true when

1) You make a change in an Account Name and at the same time "Type" is either In delivery OR Customer.

Hope it helps!
This was selected as the best answer