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kstites2001
Workflow/Formula for a picklist
I am trying to write a workflow or a formula that when this Assumed_Product_Interest__c is updated by certain user roles that it checks another field Lock_Product_Interest__c. I can't seem to figure out how to do this.
The Workflow Rule will look something like this (with your own Role IDs rather than the examples I used):
AND(
ISCHANGED(Assumed_Product_Interest__c),
OR(
$User.UserRoleId = "00E7000000RoleID1",
$User.UserRoleId = "00E7000000RoleID2",
$User.UserRoleId = "00E7000000RoleID3"
)
)
Then for the workflow actions, just add a Field Update for Lock Product Interest. There will be options in the Field Update to indicate if you want the field "checked" or "unchecked".
It says a picklist field is not able to use the ISCHANGED formula.
The ISCHANGED will only be available if you had selected the Evaluation Criteria as created, and every time it’s edited.