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ArmanM
Help with workflow email trigger condition
Hi,
We currently have a workflow email in place and it gets triggered where when someone changes the opportunity stage to (closed won or closed won annual) and opportunity department is (sales). However I want this workflow to get triggered only when if the opportunity owner changes/marks it as (closed won or closed won annual) and opportunity department is (sales). How can I do this?
Thank you,
AcctMgt
We currently have a workflow email in place and it gets triggered where when someone changes the opportunity stage to (closed won or closed won annual) and opportunity department is (sales). However I want this workflow to get triggered only when if the opportunity owner changes/marks it as (closed won or closed won annual) and opportunity department is (sales). How can I do this?
Thank you,
AcctMgt
So your workflow rule formula will be like this
Note that you need to select the evaluation criteria to "created, and every time it's edited" for this formula to work.
Kindly mark it as answer if it works !
All Answers
Use the Formula in Workflow to match Oppty Owner Name/Email = User Name/Email,
Hope this helps.
thanks
So your workflow rule formula will be like this
Note that you need to select the evaluation criteria to "created, and every time it's edited" for this formula to work.
Kindly mark it as answer if it works !