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I need to write a worklfow formula that will unckeck a checkbox I have in place when the lead status is changed from "Sales Accepted/Working" to any other status. This is what I have so far but it is not unckecking the box like I want it to. THANKS IN ADVANCE 

 

Workflow Rule HELP

 

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2 respuestas
  1. 31 may 2018, 14:06
    ++Jennifer.

     

    The formula will be as below

    AND(

    ISCHANGED(Status),

    TEXT(PRIORVALUE(Status)) = 'Sales Accepted / Working'

    )

     

    if you want to use ISPICKVAL then the syntax will be

    AND(

    ISCHANGED(Status),

    ISPICKVAL(PRIORVALUE(Status) = 'Sales Accepted / Working')

    )

    Please make sure the picklist value for the Status matches exacly as how its in the backend.

     

    Also, if the Picklist Value and API Name are different, use the Picklist API Name in the formula.

     

    Navigate to Lead Object and clcik on Lead Status field and see if the picklisvalue and API Name are same and if not use the Picklist API Name in the above formula

     

     
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