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roysmith601.3493067652527424E1 Trigger help:Question regarding workflow issue on custom object on opportunity object?
Hi,
I have question about workflow and Trigger.I create a custom object ="Product" on opportunity object .I create three (3) fields on custom object = Product and the filed description is below:
Field # 1:Application Received By(which is lookup(user)field)
Field # 2: Application Received (which is date filed)
Field # 3 : Closing Stage (pick list field; option s are received, closing)
Field # 4: Closing Stage Owner ((which is text field)
Field # 5: Process (which is date field)
Requirment # 1:
The reuirment is that
If the “processing” field not Null (date picked by user)
Then
Set
Condition # 1: “closing stage = closing”
And
Condition # 2: “closing stage owner = null (blank field)”.
Requirment # 2:
The reuirment is that:
If Application Received By not null (user selects some name of the user in the field)
Then
Set
condition # 1: Application Received = todays date (date when user pick enter this record )
condition # 2 : Closing Stage = recieved
and
condition # 3 : Closing Stage Owner = Application Received By
Example: If Application Received By = steve then according to workflow it should update the Application Received = todays date(10/19/12) ,Closing Stage = recieved and Closing Stage Owner =steve
I create workflow for both of the requirments and i am able to satisfy the requirment #1 and 2 . when i select the requirment # 2 first then working fine and if I edit the record and change it to requirment # 1 and this satify the reuirment but the problem is that if I remove the the date from Processing date filed nad levae the field blank then the Closing satge field should chagne from “Closing “to “received” but its not going .
I am new to salesforce and I don’t know that how to complete this requirment. Do I have to modify my workflow orcreate new workflow or do something else (trigger).If I have to create trigger then please help me for this because I don’t know that how to create trigger
thanks
Hi
In workflow rule 2 Change the Evaluation Criteria to : created, and every time it’s edited.
If not is not working please let me know
its not working .Actually, i create 2 workflow(one worflow for requirment # 1 and other for requirment #2) and for both,i set the
Evaluation Criteria = Evaluate the rule when a record is created, and every time it’s edited.
I change the both of the workflow Evaluation Criteria = created, and every time it’s edited
still not i am able to get teh desired result.
example # 1:
when prcoess = 10/19/12 then Closing Stage = closing and Closing Stage Owner = blank(null). so workflow # 1 working fine here.
example # 2:
when i edit the same record from example # 1 to see my workflow # 2 working or not and i saw that its working.
when Application Received by = steve then Application Received = 10/19/12 ,closing Closing Stage = recieved and Closing Stage Owner = steve. so workflow # 2 working fine here.
example # 3:
when i edit the same record from example # 2 to see my workflow # 1 & 2 working or not and i saw that its working.
when prcoess = 10/20/12 then Closing Stage = closing and Closing Stage Owner = blank(null) and no change to
Application Received by = steve then Application Received = 10/19/12 record. so i working wheni change the record.
example # :4 (here i see problem)
when i edit the same record from example # 3 to see my workflow # 1 & 2 working or not and i saw that its working partially .
when prcoess = blank(null) then desire result ; Closing Stage = recieved but right now it stay as Closing Stage = closing Owner = blank(null) but other fields stay the same which i want for example;Application Received by = steve then Application Received = 10/19/12 record.
desire resule should be :
prcoess = blank(null)
then set
Closing Stage = recieved
closing Owner = blank(null)
Application Received by = steve
Application Received = 10/19/12
i hope that will help you to under stand my issue.
please help me
thanks