• Meredith Jen
  • NEWBIE
  • 0 Points
  • Member since 2017

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 2
    Questions
  • 2
    Replies
Need a process builder . when a case  owner  changes from queue to the  user . It should change all the associated case review to the same owner as case . please help!
Hi, 

Could any one of you help me on this . 

I would like to do the below requirement via workflow ?

We would like a new workflow on  "XYZ" record type Cases to:

*         Upon a person taking ownership from the "ABC" queue  Owner

*         Case status should automatically be changed to "In Review"

.I tried the below code but it is not working . in workflow . 

AND(
Record_Type_Name__c = "XYZ",

ISCHANGED(OwnerId),

OR(
OwnerId = $User.Id,
AND( LEFT(PRIORVALUE(OwnerId),3) = '00G', LEFT(OwnerId,3) = '005' )

)

)

Please help me on this . Thanks . 
 

Is there a way to query on an account ID, and identify it's Territory Name. I know there is not an easy way for this but iam having trouble establishing relationship.

 

Thanks in advance 

  • August 02, 2010
  • Like
  • 0
How do I query the Territories that are associated with an Account?  I found another thread that mentioned the AccountShare object, but I don't see how that helps...

Thanks
Chris
  • August 05, 2008
  • Like
  • 0