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Dwayne Taylor
Conditional field update with conditions on not in picklist
Hi everyone,
New to Salesforce and learning quickly but hit a formula logic wall which I hope someone can assist me with.
I have a formula I am trying to build to monitor status changes by users.
We have a global list (Owner: Website and Status: Dropped Off) which our sales team move their leads into based on the restatus of a lead to "Dropped Off" in the event they go into long term nuturing based, this status then triggers a change of assigned user to a gloabl user "Website".
In the event that the lead then makes an enquiry through the website these leads, enquiries are then distributed on a round robin but the owner will stay as Website as the status will still be Dropped Off but it does a trigger of changing the owner to the Enquiry owner then back to website as the status is still "Dropped Off".
I want to monitor when a sales consultant moves a lead into this list, take a static snapshot of the owner but not update this field when the status is being changed by this global "Website" user AND the current status is "Dropped Off".
Current workflow rule
ISCHANGED(Contacts_Status__c)
Attempted:
New to Salesforce and learning quickly but hit a formula logic wall which I hope someone can assist me with.
I have a formula I am trying to build to monitor status changes by users.
We have a global list (Owner: Website and Status: Dropped Off) which our sales team move their leads into based on the restatus of a lead to "Dropped Off" in the event they go into long term nuturing based, this status then triggers a change of assigned user to a gloabl user "Website".
In the event that the lead then makes an enquiry through the website these leads, enquiries are then distributed on a round robin but the owner will stay as Website as the status will still be Dropped Off but it does a trigger of changing the owner to the Enquiry owner then back to website as the status is still "Dropped Off".
I want to monitor when a sales consultant moves a lead into this list, take a static snapshot of the owner but not update this field when the status is being changed by this global "Website" user AND the current status is "Dropped Off".
Current workflow rule
ISCHANGED(Contacts_Status__c)
Attempted:
- ISCHANGED(Contacts_Status__c) AND( Owner.FirstName <> 'Web', Contacts_Status__c <> 'Dropped Off')
- Error: Syntax error. Extra AND
- AND( ISCHANGED(Contacts_Status__c) , Owner.FirstName <> 'Web', Contacts_Status__c <> 'Dropped Off')
- Error: Field Contacts_Status__c is a picklist field. Picklist fields are only supported in certain functions. Tell me more
All Answers
Looks like this works and makes alot more sense now looking at it