My workflow rule looks like this:
AND(
ISCHANGED( StageName ),
ISPICKVAL( StageName,"Draft"),
AND(OR(
NOT (Contains( $User.Division,"Sales")),
NOT (Contains( $User.Division,"Americas")))))
The evaluation criteria is Evaluate the rule when a record is created, and every time it’s edited.
The workflow is Active.
The email template is active.
It's in the full Sandbox and the Deliverability Access Level is set to All email.
I've created an opportunity, added a product and tried changing the opportunity to and from 'Draft' but no email fires. What have I done wrong?
6 respuestas
AND(
ISCHANGED( StageName ),
ISPICKVAL( StageName,"Draft"),
NOT (CONTAINS( $User.Division,"Sales")),
NOT (CONTAINS( $User.Division,"Americas"))
)
And in case you wanted to make changes to your existing formula, it should look like the above. Please note that the WFR will only fire if:
1. Stage is changed.
2. New stage value is Draft.
3. User Division doesn't contain Sales in its name.
4. User Division doesn't contain Americas in its name.
The only problem with your formula was that it has an OR when it should have had an AND for the User Divisions.
