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Problem in Workflow
There are 3 objects BOQ(BOM__c), BOQ Item(BOM_Item__c), Quote Line Item.
There is a Master_Detail relationship between BOQ and BOQ Item. BOQ being Master.
There is a LookUp relationship between BOQ and Quote Line Item.
There are two fields, among other fields, in the BOQ Item: Record_Type__c is a picklist field with the values "Bought-Out Item" and "Processed Item"; and BOQ_Quantity__c which is a number field.
There is a picklist field called Rate_Basis__c in Quote Line Item with the values "Per Kg" and "Per Unit".
Requirement: I was asked to create a workflow on BOQ Item object to update the BOQ_Quantity__c field by some value iff
Record_Type__c = "Bought-Out Item" and Rate_Basis__c = "Per Kg"
and iff
Record_Type__c = "Bought-Out Item" and Rate_Basis__c = "Per Unit"
then BOQ_Quantity__c = some other value.
I created 2 WorkFlows as below:
Workflow 1: Rule Name BOQ Quantity: PER KG
Rule Criteria AND( ISPICKVAL( Record_Type__c , "Bought-Out Item"),
ISPICKVAL( BOM__r.Quote_Lookup__r.Rate_Basis__c, "Per Kg") )
Evaluation Criteria Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
Immediate Workflow Actions
Field Update
BOQ_Quantity__c = Some value1.
Workflow 2: Rule Name BOQ Quantity: PER UNIT
Rule Criteria AND( ISPICKVAL( Record_Type__c , "Bought-Out Item"),
ISPICKVAL( BOM__r.Quote_Lookup__r.Rate_Basis__c, "Per Unit") )
Evaluation Criteria Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
Immediate Workflow Actions
Field Update
BOQ_Quantity__c = Some value2.
Its not working. The Workflows are not triggering any values. What to do?
Did you try and use the "Criteria Meet" instead of using a formula in the workflow?
Any how, if it works as just a formula I would just go with that.
PB