Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
cinziet23cinziet23 

sends email alerts when an opportunity is created or dates amounts and probability are changed

HI I would like to set a workflow rule that when is met, gives as workflow action an email alert.

 

My problem is about editing the rule criteria. As I'm totally new to formulas I don't understand what sintax to use to say:

 

ISCHANGED ( Amount) or that the close date or the probability are changed..I don't unedrstand the use of the operators and functions...

 

Can please someone help me?

 

Many thanks

Best Answer chosen by Admin (Salesforce Developers) 
Shannon HaleShannon Hale

You got a good start. ISCHANGED() will check whether a value has changed since the last edit.

 

First, make sure your workflow rule set to evaluate when the opportunity is "created, and any time it’s edited".

 

Next, set your formula to the following:

 

OR(
  ISNEW(),
  ISCHANGED( Amount ),
  ISCHANGED( CloseDate ),
  ISCHANGED( Probability )
)

 Basically, the OR() function contains a list of conditions, separated by commas. If one or more of the conditions is met (e.g. it's a new record, or the amount changes), then it returns true.

 

For more information see:

OR() function: http://help.salesforce.com/help/doc/en/customize_functions_a_h.htm#OROR

ISNEW() function: http://help.salesforce.com/help/doc/en/customize_functions_i_z.htm#ISNEW

ISCHANGED() function: http://help.salesforce.com/help/doc/en/customize_functions_i_z.htm#ISCHANGED

 

All Answers

Shannon HaleShannon Hale

You got a good start. ISCHANGED() will check whether a value has changed since the last edit.

 

First, make sure your workflow rule set to evaluate when the opportunity is "created, and any time it’s edited".

 

Next, set your formula to the following:

 

OR(
  ISNEW(),
  ISCHANGED( Amount ),
  ISCHANGED( CloseDate ),
  ISCHANGED( Probability )
)

 Basically, the OR() function contains a list of conditions, separated by commas. If one or more of the conditions is met (e.g. it's a new record, or the amount changes), then it returns true.

 

For more information see:

OR() function: http://help.salesforce.com/help/doc/en/customize_functions_a_h.htm#OROR

ISNEW() function: http://help.salesforce.com/help/doc/en/customize_functions_i_z.htm#ISNEW

ISCHANGED() function: http://help.salesforce.com/help/doc/en/customize_functions_i_z.htm#ISCHANGED

 

This was selected as the best answer
cinziet23cinziet23
Thank you so much for your help!

Cin