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cinziet23cinziet23 

Help with a Close Date Workflow Rule with customiwed email alert

HI

 

I have already a running workflow like this:

 

AND (ispickval(Region_NR__c ,'Europe'),IsClosed=False,(Ischanged(Amount)) || (ischanged(CloseDate)) || (ischanged(Probability)) || (isnew()))

 

so this sends an automatic email when one of this values changes.

 

But it could be really useful also to shoiw which one was the previous value

ex if amount has changed, send an email with the info of the old value and new value..;same for the other 2 amount and probability

 

Many thanks

Cinzia

T-HanT-Han

This is a rough logic. 

Create a FLAG and when the condition is met then check the FLAG.

Now Cond - when the FLAG is checked then send the email out.

 

Create a VF email template capturing the Field History from the particular object - latest one will be the current one which is changed... Amount/...
cinziet23cinziet23

HI and Thanks for your answer...but I guess that is the true problem.

 

My Field History is well enabled for the fields I want to travck but I can't find the way to export those details in an email template.

 

Maybe it is a stupid question but I'm quite new to SF

 

many thanks

Cin 
T-HanT-Han

Check the link below, similar kinda work flow..

 

https://success.salesforce.com/questionDetail?qId=a1X30000000KjaSEAS
cinziet23cinziet23

ok I'll try it out,

 

many thanks for following up on this.

 

I'll let you know how it goes.

 

Regards

Cinzia
T-HanT-Han

Sure let me know.. Even I am a newbie.. Learning from all the things I cud..