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nelle3223
Creating Workflow Formula for a Picklist
Here is my current formula ISPICKVAL(Record_Type_Toggle__c, 'Contract') and what I am trying to do is make an email alert send if the Record Type Toggle is "Contract". The picklist consist of Contract and Change Order and I do not want an email to go out if it is a Change Order. Please let me know of other formulas I could try.
Thanks,
Ok, my mistake was that only lookup fields to the User object are available in criteria.
Change your workflow to "formula evaluates true: and use this formula:
AND(
ISPICKVAL(Record_Type_Toggle__c, 'Contract'),
NOT(ISBLANK(Legal_Entity__c ))
)
All Answers
What is your issue with what you already have? What is your Evaluation criteria set to?
The workflow rule should have:
Evaluation Critiera: created, or edited and subsequently meets criteria
Run Criteria: (do not even need a formula): Record Type Toggle equals Contract
Workflow action: Email Alert - create your email alert.
This workflow will only fire if the RTT is Contract and when it does fire, the result is an email alert to whomever you set to be the recipient.
This formula is still not working, not sure what the issue is. It is when you go back in to the contract and then we fill in the Legal Entity name and then an email for contracts only will go out once the Legal Entity name is updated. I was going to upload screen shots but it is not allowing me to upload the image, not sure why.
Your workflow rule has nothing to do with "Legal Entity name".
You do not need to use a formula in the workflow you are describing. You can just use "criteria are met" and make your first criteria filter "Record Type Toggle equals Contract". Once you set this value and click Save, the workflow will trigger the email alert. This has no relationship to Legal Entity name, unless you have a second workflow rule that runs off of that field.
You cannot copy/paste a screenshot. You need to take it and save it as a jpg or gif file and then upload it by clicking the button that looks like a tree, grass, and blue sky.
Yes I do understand how to upload pictures but for some reason when I save the picture as a jpg. or gif. it does not show up. Sorry, what I am wanting to do is when the Legal Entity name is added to the contract object then I want an email to go out only if the picklist shows contract. Hopefully this will explain better what I am wanting.
Ok so its a two part criteria...
Then do exactly as I said before, just add the second criteria as Legal Entity name not equal to ______ (blank)
Thanks, but when I go into the criteria part for the Legal Entity Name it is not found in the field picklist for criteria.
Is the Legal Entity Name field on the same object as the Record Type Toggle field?
Yes, they are on the same object and the Legal Entity Name is a lookup field.
Then I am not sure what to tell you. Lookup fields should be available to use as criteria in a workflow rule. I just double checked in my own org and I can access lookup fields as criteria.
What object is all of this on and what object is the legal entity name?
Legal Entity Name is on its own object. I pasted the info below of how the field is set up
Ok, my mistake was that only lookup fields to the User object are available in criteria.
Change your workflow to "formula evaluates true: and use this formula:
AND(
ISPICKVAL(Record_Type_Toggle__c, 'Contract'),
NOT(ISBLANK(Legal_Entity__c ))
)
Thanks so much! :-)