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DrewB WorkFlow Formula - Send an email when one field is edited
I am having difficulty constructing this workflow to operate the way we envision. I believe it can be solved with a formula (says SF support). It seems as though it would be very simple as far as functionality goes, however I cannot make it work.
I have an email list set up, and it is set to send a prebuilt email. It should send this email whenever a date field in the opportunity is changed. Anytime this field is edited I want this email to send. How do I make this happen? Does this need a formula, or can i do it in the standard workflow creation page?
I set the rule criteria to trigger the workflow anytime a date is entered not equal to 9/9/95 as well as the opportunity record type equalling the division of our co. this applies to. With the evaluation criteria set to "every time a record is created or edited" it sends the email anytime anything on the page is created. When it is set to "When a record is created, or when a record is edited and did not previously meet the rule criteria" it only sends once - then disregards any other changes.
Please help. Thanks.
When you define the workflow rule, select "formula evaluates to true" for rule criteria and use this:
ISCHANGED( YOUR_DATE_FIELD)
Evaluation criteria = Every time a record is created or edited
Hope that helps,
Sati
All Answers
When you define the workflow rule, select "formula evaluates to true" for rule criteria and use this:
ISCHANGED( YOUR_DATE_FIELD)
Evaluation criteria = Every time a record is created or edited
Hope that helps,
Sati