You need to sign in to do that
Don't have an account?
lindawong1.3904064808924868E12
Need help with workflow formula
I need notification to fire an email with 3 criterias:
1) if account is A or B or C
2) if Lead generator is AK or BG or CS
3) if there is information on the criterias.
AND (OR(ISPICKVAL( Account.Type , "A"),
ISPICKVAL( Account.Type , "B"),
ISPICKVAL( Account.Type , "C"),
OR(ISPICKVAL( Lead_Generator_Detail__c, "AK"),
ISPICKVAL ( Lead_Generator_Detail__c ,"BG"),
ISPICKVAL ( Lead_Generator_Detail__c , "CS"),
(OR(NOT(ISBLANK( Account.Payment_Terms__c)),
NOT (ISBLANK ( Account.Override__c )),
NOT(ISBLANK( Account.Pricing__c )),
NOT(ISBLANK( Account.Remarks__c ))) ))))
However, according to my manager this workflow has the brackets wrongly input, can anyone please help.
Thanks.
1) if account is A or B or C
2) if Lead generator is AK or BG or CS
3) if there is information on the criterias.
AND (OR(ISPICKVAL( Account.Type , "A"),
ISPICKVAL( Account.Type , "B"),
ISPICKVAL( Account.Type , "C"),
OR(ISPICKVAL( Lead_Generator_Detail__c, "AK"),
ISPICKVAL ( Lead_Generator_Detail__c ,"BG"),
ISPICKVAL ( Lead_Generator_Detail__c , "CS"),
(OR(NOT(ISBLANK( Account.Payment_Terms__c)),
NOT (ISBLANK ( Account.Override__c )),
NOT(ISBLANK( Account.Pricing__c )),
NOT(ISBLANK( Account.Remarks__c ))) ))))
However, according to my manager this workflow has the brackets wrongly input, can anyone please help.
Thanks.
This should work better. My changes are in bold:
AND (OR(ISPICKVAL( Account.Type , "A"),
ISPICKVAL( Account.Type , "B"),
ISPICKVAL( Account.Type , "C")),
OR(ISPICKVAL( Lead_Generator_Detail__c, "AK"),
ISPICKVAL ( Lead_Generator_Detail__c ,"BG"),
ISPICKVAL ( Lead_Generator_Detail__c , "CS")),
(OR(NOT(ISBLANK( Account.Payment_Terms__c)),
NOT (ISBLANK ( Account.Override__c )),
NOT(ISBLANK( Account.Pricing__c )),
NOT(ISBLANK( Account.Remarks__c ))))
If this answers your question, please mark this as the Best Answer for this post, so that others can benefit from this post.
Thanks,
Shashank
All Answers
This should work better. My changes are in bold:
AND (OR(ISPICKVAL( Account.Type , "A"),
ISPICKVAL( Account.Type , "B"),
ISPICKVAL( Account.Type , "C")),
OR(ISPICKVAL( Lead_Generator_Detail__c, "AK"),
ISPICKVAL ( Lead_Generator_Detail__c ,"BG"),
ISPICKVAL ( Lead_Generator_Detail__c , "CS")),
(OR(NOT(ISBLANK( Account.Payment_Terms__c)),
NOT (ISBLANK ( Account.Override__c )),
NOT(ISBLANK( Account.Pricing__c )),
NOT(ISBLANK( Account.Remarks__c ))))
If this answers your question, please mark this as the Best Answer for this post, so that others can benefit from this post.
Thanks,
Shashank
Thanks so much, it works.