AND (
NOT ( ISBLANK ( Account_Reviewer__c ) ) ,
ISPICKVAL( StageName , 'Closed Won') ,
Total_Annual_Recurring_Revenue__c <> 0,
ISPICKVAL( Partner__c , 'None')
)
Account reviewer is lookup field of contact.
Timebased Wf send email to Account reviwer after 90 day rule criteria date.
Any time record is created and subsequently meet criteria
8 respuestas
Have you setup a debug log to see what's happening when the rule fires? That is usually the fastest way to figure out what is wrong. To clarify you want the rule to trigger when a record is created or edited where the Account Reviewer field has a value AND the Stage is only Closed Won AND the Total Annual Revenue is any value other than 0 (could be negative) AND the Partner picklist is specifically None?
Off the top of my head you need to double quote your values in your ISPICKVAL arguments.
