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Enforce Account Name as start of Oppty Name
Can someone help me out with this Workflow? I'm trying to enforce an Oppty Naming Convention of ACCOUNT NAME: OPPTY NAME.
Workflow Rule Detail
Evaluation Criteria - Evaluate the rule when a record is created, and every time it’s edited
Description - Enforce Opportunity Naming Convention
Rule Criteria - Opportunity: Opportunity Name EQUALS NOT(CONTAINS( Name,Account.Name ))
Then specified Field Update to Oppty Name based on the following formula: Account.Name & ": " & Name
Doesn't seem to be working! Any ideas?
Workflow Rule Detail
Evaluation Criteria - Evaluate the rule when a record is created, and every time it’s edited
Description - Enforce Opportunity Naming Convention
Rule Criteria - Opportunity: Opportunity Name EQUALS NOT(CONTAINS( Name,Account.Name ))
Then specified Field Update to Oppty Name based on the following formula: Account.Name & ": " & Name
Doesn't seem to be working! Any ideas?
use formula as : NOT(CONTAINS(name,Account.Name))