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Topics#Data ManagementFrage von Rochelle Montney
Rochelle Montney fragte in #Data Management
20. Aug. 2014, 14:26

How do I create a formual to alert certain user when an Quote/Oppt was moved backwards in the process only AFTER it reached a certain stage?

If a Quote/Oppt reaches at least a Stage 6 (regardless if it gets to a 7, 8 or 9), then has to go back to a previous stage (2, 3 or 4), how do I create a formula to look to see if the Quote/Oppt was ever at a Stage 6?

 

I've tried using the following but it isn't working:

 

AND(

 

ISPICKVAL(PRIORVALUE(StageName),"6 - Awarded (Rep)"),

 

ISCHANGED(StageName),

 

OR(

 

ISPICKVAL(StageName,"2 - Credit Check (Rep)"),

 

ISPICKVAL(StageName,"3 - Submit to Cap Mkts (Credit)"),

 

ISPICKVAL(StageName,"4 - Submit for Pricing")

 

),

 

NOT(ISNULL(Credit_Approval_Date__c))

 

)

 

Thanks!
7 Antworten
  1. Sunil Sarilla (M&G Investments)
    20. Aug. 2014, 14:58
    please try this

     

    Assuming you have created a workflow rule and then selected Email Alert as the workflow action

     

    AND(ISCHANGED(StageName), OR(ISPICKVAL(StageName,"2 - Credit Check (Rep)"),ISPICKVAL(StageName,"3 - Submit to Cap Mkts (Credit)"),ISPICKVAL(StageName,"4 - Submit for Pricing")),OR(ISPICKVAL(PRIORVALUE(StageName),"6 - Awarded (Rep)"),ISPICKVAL(PRIORVALUE(StageName),"Stage7"),ISPICKVAL(PRIORVALUE(StageName),"Stage8")))
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