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Udi CohenUdi 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:

User-added image

Thanks,

Udi
Best Answer chosen by Udi Cohen
Rupal KumarRupal Kumar
hi 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

Rupal KumarRupal Kumar
hi 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
 
This was selected as the best answer
Udi CohenUdi Cohen
Thanks Rupal!