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Udi Cohen Using Converted Amount (to USD) in Workflow Formula Criteria
Hello,
We are trying to create new WF with criteria that based on the field Amount under the opportunity object. Since we are using multiple currencies we would like to use the converted amount (same as appears in reports). The problem is that we should use formula to define the criteria (because we are using ISCHANGE() as well), we already know how to preform this with regular criteria by comparing the amount to "USD <some amount>", the question is what is the syntax while using formula?
Below is an example of how to do it with the regular criteria box:
Thanks,
Udi
We are trying to create new WF with criteria that based on the field Amount under the opportunity object. Since we are using multiple currencies we would like to use the converted amount (same as appears in reports). The problem is that we should use formula to define the criteria (because we are using ISCHANGE() as well), we already know how to preform this with regular criteria by comparing the amount to "USD <some amount>", the question is what is the syntax while using formula?
Below is an example of how to do it with the regular criteria box:
Thanks,
Udi
Unfortunately you can't access multicurrency values in formula fields (and thus workflow evaluations) otherwise this would be a piece of cake. Can I suggest you "vote" on this idea here to encourage salesforce to make this possible:
we all need this in our lives.
To solve your problem then, I would probably suggest a simple trigger.
https://developer.salesforce.com/forums/?id=906F0000000MJffIAG
Thanks
Rupal Kumar
Mirketa Software Pvt Ltd
http://mirketa.com/index.html
All Answers
Unfortunately you can't access multicurrency values in formula fields (and thus workflow evaluations) otherwise this would be a piece of cake. Can I suggest you "vote" on this idea here to encourage salesforce to make this possible:
we all need this in our lives.
To solve your problem then, I would probably suggest a simple trigger.
https://developer.salesforce.com/forums/?id=906F0000000MJffIAG
Thanks
Rupal Kumar
Mirketa Software Pvt Ltd
http://mirketa.com/index.html