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nelle3223
Validation Rule formula
Hello,
I am trying to come up with a formula for our Account Management and Acoount Owner fields. So when the acount owner is changed to a certain name it will automatically change the Acount Management field to Unmanaged.
Any ideas?
Hi,
Using Validation rule we cannot update a field. Use workflow to update the Account Management field to Unmanaged.
Follow the below steps:
Step1: Create a Workflow rule
Step2: Evaluation Criteria: created, and every time it’s edited
Step3: Rule Criteria (Formula evaluates to true):
Use any one of the formula below based on your scenario
When ever a Owner is changed
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ISCHANGED( OwnerId )
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Whenever a particular owner is assigned (Single Owner ID)
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AND( ISCHANGED( OwnerId ), OwnerId =='01rE0000000Csyz')
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Whenever a particular owner is assigned (Multiple Owner ID's)
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AND( ISCHANGED( OwnerId ), OR(OwnerId =='01rE0000000Csyz',OwnerId =='01rE0000000DsQz'))
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Change the 01rE0000000Csyz, 01rE0000000DsQz to the owner ID's to which this rule should trigger .
Step4: Use Field Update workflow action
Step5: Field to Update = Account Management
Step6: Specify New Field Value (Use a formula to set the new value)
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'Unmanaged'
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Regards,
Madhan Raja M