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Topics#Data ManagementPregunta de Davina Hanchuck
Davina Hanchuck (SGI, Tampa User Group Co-Leader) preguntó en #Data Management
12 ene 2012, 02:35

Contract Workflow Help!

I'm trying to write a workflow formula that says if the Contract Record Type is "such and such" and the Contract Stage moves from "in Approval" to "Active" trigger these tasks...but it just isn't working when I activate my Contracts. Here is my formula - any suggestions are appreciated!

 

( RecordTypeId = "012S00000008lqb")

 

&&

 

OR(

 

ISPICKVAL(PRIORVALUE( Status ), "In Approval Process")

 

)

 

&&

 

OR(

 

ISPICKVAL( Status , "Active")

 

)
7 respuestas
  1. Steve Molis (You Owe Me a Beer, Inc.)
    12 ene 2012, 16:22
    Can you post the exact VR you used?  I've tested this on my Developer SFDC Org and did not get any syntax errors.  Also, I notice your has:  "WealthCounsel_Membership_Contract"  is that the actual Record Type Name? (they usually do not have underscores)

     

    AND( 

    $

    RecordType.Name

    = "Contract",

    ISPICKVAL(PRIORVALUE(Status), "In Approval Process"),

    TEXT(Status) = "Active")

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