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Hi, 

 

our software company sells products which price is calculated based on, at least, two variables: users and companies.

 

For this reason I created two custom fields in the Opportunity Product object and a WF that triggers the Sales price field update.

 

The entru criteria rule is something similar:

 

AND( Product2.ProductCode = "C&R", Users__c <= 5, Companies_Range__c <= 5)

 

Both WF and Field update work perfectly but, unfortunately, due to the high number of products and users/companies combination we have, we have reached the maximum number of active WF.

 

Any suggestion on an alternative way to manage this process?

I'm really in trouble.

 

Thank you
12 respuestas
  1. 7 jul 2017, 16:09
    Hi Mimma,

     

    I would setup Just one Immeidate Action as below for each node criteria

     

    Criteria for updating the records: No Criteria - Just Update the Records

     

    Set the new field values as below

     

    Field                          Type              Value

     

    Sales Price                 Formula         <Your formula see below>

     

    Formula will be as below

    IF(

    AND(

    [OpportunityLineItem].User__c <= 5,

    [OpportunityLineItem].Companies_Employees__c <= 5

    ), 250,

    IF(

    AND(

    [OpportunityLineItem].User__c > 5,

    [OpportunityLineItem].Companies_Employees__c > 5

    ), 500,

    750))

    Use the insert field button to select the field API Name

     

    Just expand the IF Formula to address various combinations of Users and Companies/Employees

     

     
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