function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Laura BrewerLaura Brewer 

Formula / Workflow Help!

Need to create a Workflow that sends an email notifying user when a 'Billing Type' picklist value changes FROM "Credit Card" TO any other picklist value.  Intent is to notify Accounting to stop the credit card billing.  Any ideas???
Best Answer chosen by Laura Brewer
Jigar.LakhaniJigar.Lakhani

Hello Laura,

Please try with below formula.

AND(ISCHANGED(Billing_Schedule__C),TEXT(PRIORVALUE(Billing_Schedule__C)) == 'Credit Card')

Thanks and Cheers,
Jigar

All Answers

Jigar.LakhaniJigar.Lakhani

Hello,

Please review below snapshot.
You can create workflow rule for your object, with below critreia given in snapshot. as well as you can append email alert with email template in workflow action for send notification.

User-added image


Thanks and Cheers,
Jigar
Laura BrewerLaura Brewer
Thanks Jigar!  I just want to clarify one thing....

I do not want the Email Alert to trigger upon creation.  I only want it to trigger if the Billing Type was selected as 'Credit Card' and subsequently changed to something else.  If the user chooses another value on creation of the record I do not want the Email Alert to send.  Will this Workflow Rule work for that?
PratikPratik (Salesforce Developers) 
Hi Laura,

This should work:

AND (ISCHANGED(Industry) ,
 IF (TEXT(PRIORVALUE( Industry )) =='Banking', True, false ))

Note: Just change your field name to Billing type (api name) and value ( Credit Card) in above formula.

Screenshot:

User-added image


Thanks,
Pratik

P.S. If this answers you question, please mark it as "Best Answer" so it will help other community members too.

 
Laura BrewerLaura Brewer
I'm getting a Syntax error I can't seem to resolve....

User-added image
Jigar.LakhaniJigar.Lakhani

Hello Laura,

Please try with below formula.

AND(ISCHANGED(Billing_Schedule__C),TEXT(PRIORVALUE(Billing_Schedule__C)) == 'Credit Card')

Thanks and Cheers,
Jigar
This was selected as the best answer
Laura BrewerLaura Brewer
Thanks guys!  Super helpful.... :)
PratikPratik (Salesforce Developers) 
Hi Laura,

Try this:

AND (ISCHANGED(
Billing_schedule__C
) ,
 IF ( CONTAINS ( (TEXT(PRIORVALUE(
Billing_schedule__C
))), '
Credit Card
' ), True, false ))

Thanks,
Pratik

P.S. If this answers you question, please mark it as "Best Answer" so it will help other community members too.