You need to sign in to do that
Don't have an account?
Cafe
Workflow based on changing value in a field
I'd like to create a workflow rule that automatically notifies certain people when an account owner is changed. I would also like to do this for the billing address. I can't figure out a way to base a workflow rule on a value in a field being modified. Has anyone been able to do this?
Thanks in advance!!
To use ISCHANGED you need to change the Rule Evaluation as mentioned. The rule will then only trigger if the Owner is changed. The Rule will be evaluated each time the record is saved - but only trigger if the formula evaluates to True.
All Answers
You should be able to do it with this:
ISCHANGED(fieldname)
could you paste the source code you're currently using?
My formula looks like this so far:
AND( ISCHANGED( OwnerId ), NOT(ISNULL( IntacctID__c )))
Hi Cafe,
Change your criteria from when a record is created or updated and has not previously met etc etc....to fire on every time a record is created or edited.
Your error will go away.
...cardozaman
It also partly might be that ISNULL does not work for Text fields. For Text fields us the LEN() function. Use LEN (field name) = 0 to check for null
or LEN (field name) > 0 for not null
of NOT(LEN (field name) = 0 for not null
Thanks NPM... I hadn't even really looked at the content of the formula..... I just know the error above is from the crtiteria setting.
You are correct. I think Cafe could also use "" instead of ISNULL.... I'd have to do a quick test, but pretty sure that will work as well.
I'm still getting the error message. When I try just the half of the formula including the IntacctId__c field with either NULL() or LEN(), I'm getting no syntax errors. This is a field that was downloaded from the app exchange, and it is shown as a text field, but populated by numbers.
When I try just ISCHANGED(OwnerId) or ISCHANGED(Ownership), I am still getting the same error message: Function ISCHANGED may not be used in this type of formula.
Please confirm you have set the evaluation rule criteria to "Every Time a Record is Created or Edited".
We/I may have caused confusion with the ISNULL discussion.
Did you change your criteria from when a record is created or updated and has not previously met etc etc....to fire on every time a record is created or edited?
that's what causes that error.
...cardozaman
To use ISCHANGED you need to change the Rule Evaluation as mentioned. The rule will then only trigger if the Owner is changed. The Rule will be evaluated each time the record is saved - but only trigger if the formula evaluates to True.