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I got this task - If the previous lead owner was a queue, and now it’s a user, change the status to ‘Assigned’ + set ‘Date Assigned’ Updating fields seems like an easy task, but the first stage of the task i cant manage it, i tried to use priorvalue for catching the previous lead owner, check if it was queue but i get this error message - "The PRIORVALUE function cannot reference the Owner:Queue.OwnerId field." The Lead owner fields is a - Lookup(User,Group) Any suggestions :)? Thanks

#Workflow Rules #Queue

4 Antworten
  1. 1. Aug. 2021, 09:21

    Hi Nadav,

    Sorry my bad, I mistakenly wrote it thinking CASE but there it should be for LEAD. Anyways instead Of Case just put everywhere Lead. 

    And yeah that same thing you can achieve with Workflow as well!!

    But you are getting that error because the syntax for referring a field in Process Builder and Workflow are different, So what you can do is :

    Create a workflow on Lead object

    Select Evaluation criteria as: created, and every time it's edited {2nd Option}

    And formula, just make it formula evaluates to true and give the be

    AND(LEFT(PRIORVALUE( OwnerId ), 3) = "00G", LEFT(OwnerId, 3) = "005")

    For ref:

     

    Hi Nadav,Sorry my bad, I mistakenly wrote it thinking CASE but there it should be for LEAD. Anyways instead Of Case just put everywhere Lead.

    Hope it helps!

    Let me know if you have any further doubts or you getting any error!

    Thanks :)

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