You need to sign in to do that
Don't have an account?
JustinWheatley
Email Alerts
Hi,
Could anyone please tell me how to create an email alert if a lookup field is changed?
This is probably a simple one for you guys out there?
Thanks again,
Justin
Ah a lookup field, what you need here is a formula field on the object the workflow rule is running on which pulls in the information from the lookup filed object Node__r.Name field and then base your ISCHANGED() function on this formula field.
Workflows only trigger when the object they are created on is changed/created/edited.
All Answers
You'll need a workflow rule with an Email update to do this (Professional edition can get it enabeld by Salesforce Account Executive, Enterprise, Unlimited and Developer have it as standard).
The workflow rule will give you criteria that you can choose however what you will need is a formula (availabel in the drop down box where it says criteria to evaluate).
Formula would be
Then you add the Email update which can email the owner of a record (a few other others based on the type of record also) or a set list of emails/users.
HI,
Thanks for your reply. This was the formula I was using, but I keep getting an error as the filed I would like the email alert to run on (if changed) is a lookup value?
The error I receive is: Error: The ISCHANGED function cannot reference the Node__r.Name field.
The Node filed is a lookup field we have added to the accounts page.
I am stumped???
Ah a lookup field, what you need here is a formula field on the object the workflow rule is running on which pulls in the information from the lookup filed object Node__r.Name field and then base your ISCHANGED() function on this formula field.
Workflows only trigger when the object they are created on is changed/created/edited.
Many thanks!
Sorry to ask, but you may be able to help with my next conundrum?
I have created an object called 'Day Data' where I upload figures on a daily basis, one of these being ' Busy Day Peak Agents Logged In'. In the accounts page there is a text field I have created called 'Agents' where we enter the number of Agents our customers have paid for.
I would like to create a workflow rule and email alert to alert when the "Busy Day Peak Agents Logged in" exceeds the figure in the "Agents" field.
When creating the workflow I can choose the field "Busy Day Peak Agents Logged in" and Operator "Greater Than", but the next column wants a Value! Is there a way I can choose the Field "Agent" at this point?
Thanks again for taking the time to help.
Regards,
Justin
Again what you would need is to change it all to a formula evaluation so something along the lines of:
You say Agents is a text field? You will need to either change this to a number of use a function to convert it to a number.
Perfect! Thank you SO much!!