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Abhijeet Purohit01Abhijeet Purohit01 

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?

TrimbleAgTrimbleAg

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