Being that this is a cross-object workflow, I am finding it difficult to create the correct criteria. I started by creating a roll-up summary on the number of open at-risk opportunities to use this as a filter criteria on the workflow, but that didn't seem to trigger the email. Here is what I created:
Workflow on Case reocrd
Criteria:
Open at-risk opps (roll-up field) > 0
AND Case Created By <> NULL
As I mentioned, this didn't trigger an email. I must be lacking critical thinking skills this morning so any help you can provide would be much appreciated!
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