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Miya P
email alert in the Feature Fit Stage, or subsequent stages when Feature Fit stage is skipped; but NOT firing multiple times
Can anyone pls help me with this
I have the following requirment and not sure how to write the formula(criteria):
email alert should be sent to the opp owner when the Opp is in the Feature Fit Stage, or subsequent stages when Feature Fit stage is skipped; but NOT firing multiple times (multiple times meaning: email alert should not be triggered again when the owner recieved it already on feature/ fit stage, if the feature/fit stage us skipped then the rule should fire for any subsequent stages)
Sorry for this issue you are facing.
Not sure about a formula. Sounds more like automation here.
You can always identify the records that have gone through the email alert with a hidden checkbox = true, then use as filter criteria to trigger your automation so will only fire when is = false.
Thanks,
Nagendra