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  • Beau Moya
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2 replies

Email Alert: Forecast Category Change BUT exclude Closed Won

Need a help with updating a formula for an email alert workflow. Currently users are notified when an opportunity enters in / out of "Commit" forecast category. However, I want to exclude Closed Won opportunities as we have a different email alert for that ...so we don't want both. Here's the current formula (but need to add logic to excude Closed Won):

{!IF(ISPICKVAL(Opportunity.ForecastCategoryName,"Commit")
2 replies

Email Alert: Forecast Category Change BUT exclude Closed Won

Need a help with updating a formula for an email alert workflow. Currently users are notified when an opportunity enters in / out of "Commit" forecast category. However, I want to exclude Closed Won opportunities as we have a different email alert for that ...so we don't want both. Here's the current formula (but need to add logic to excude Closed Won):

{!IF(ISPICKVAL(Opportunity.ForecastCategoryName,"Commit")
SOLVED
16 replies

The validation rule should fire if IsClosed is not selected and CloseDate is yesterday or earlier

Create a validation rule indicating whether an opportunity has a closed date in the past.
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Please anyone tell me this Formula?