• Markb1000
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Help, I'm struggling to create a workflow that'll allow me to automatically email a group of users when a certain formula is shown to be TRUE. What I want to achieve is to alert a management group when a user moves an opportunity close date from THIS MONTH to any month after the current month (plus potentially quarter for a separate workflow). 

 

I have been trying to use a combination of ISCHANGED with ISPICKVAL & PRIORVALUE(Field name) but can't get it to work - I just get an error message. The latest version I tried which clearly is wrong was as follows:

 

AND(ISCHANGED(Close_Date), IsWon = FALSE, MONTH(PRIORVALUE(Close_Date))<MONTH(Close_Date))

 

Any help will be appreciated. We track the changing of key fields such as close date and other values.

 

Thanks

 

Mark

 

Help, I'm struggling to create a workflow that'll allow me to automatically email a group of users when a certain formula is shown to be TRUE. What I want to achieve is to alert a management group when a user moves an opportunity close date from THIS MONTH to any month after the current month (plus potentially quarter for a separate workflow). 

 

I have been trying to use a combination of ISCHANGED with ISPICKVAL & PRIORVALUE(Field name) but can't get it to work - I just get an error message. The latest version I tried which clearly is wrong was as follows:

 

AND(ISCHANGED(Close_Date), IsWon = FALSE, MONTH(PRIORVALUE(Close_Date))<MONTH(Close_Date))

 

Any help will be appreciated. We track the changing of key fields such as close date and other values.

 

Thanks

 

Mark