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Renier F Navas
Workflow rule criteria that evaluate if a date field is empty
I have a workflow rule to send an email reminder. I need a rule criteria with a formula that evaluates if a date field is empty or not, in order to send the email. If the field date is empty, send the email.
Using the rule criteria builder, the rule is supposed to run if the formula evaluates to true, but I tried many formulas with no luck. Examples of what I tried are:
c4g_Contact__r.c4g_Primary_Enrollment__r.c4g_Actual_Discharge_Date__c = NULL
ISBLANK( c4g_Contact__r.Primary_Enrollment_Discharged_Date__c )
ISBLANK( c4g_Contact__r.Primary_Enrollment_Discharged_Date__c ) = TRUE
Any idea what I could be missing here? Thanks for any help.
Using the rule criteria builder, the rule is supposed to run if the formula evaluates to true, but I tried many formulas with no luck. Examples of what I tried are:
c4g_Contact__r.c4g_Primary_Enrollment__r.c4g_Actual_Discharge_Date__c = NULL
ISBLANK( c4g_Contact__r.Primary_Enrollment_Discharged_Date__c )
ISBLANK( c4g_Contact__r.Primary_Enrollment_Discharged_Date__c ) = TRUE
Any idea what I could be missing here? Thanks for any help.
It looks like you need criteria as If date field is empty or null then you want to send an email.
Try below criteria as,
OR(IsNull(dateField), IsBlank(dateField))
Thanks
However, I was able to solve it using another existing field from the contact's object, that is a formula(checkbox) field with a conditional rule based on the discharged date: IF( ISBLANK(c4g_Primary_Enrollment__r.c4g_Actual_Discharge_Date__c), TRUE, FALSE )
So, I used this checkbox field to accomplish the same, running this formula that checks if the checkbox is TRUE:
AND (c4g_Contact__r.c4g_Primary_Enrollment_is_Active__c = TRUE, c4g_Contact__r.c4g_Omaha_Home_for_Boys_School_Student__c = TRUE)
Renier
-Gareth