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Topics#Sales And MarketingQuestion de Chantal AZOUYAN
Chantal AZOUYAN (TORAY FILMS EUROPE) a posé une question dans #Sales And Marketing
12 sept. 2019, 10:06

need help on a workflow rule formula

Hi, I created a workflow rule on account to alert sales rep when the credit limit of one of their account has been changed. here is my current formula which is working for this purpose:

 

AND (NOT(ISNEW()), ISPICKVAL( CurrencyIsoCode ,"EUR"), ISCHANGED( Credit_Limit__c ))

 

But I would like now to restrict the notification to credit limit changes over 50000 (above or below) to alert only on important variation.

 

Is there a way to add this condition in my formula?

 

Thanks and regards
2 réponses
  1. Sunil Sarilla (M&G Investments)
    12 sept. 2019, 10:21
    Hi Chantal,

     

    Please change the workflow criteria formula to the below

    AND (
    NOT(ISNEW()), 
    ISPICKVAL( CurrencyIsoCode ,"EUR"), 
    ISCHANGED( Credit_Limit__c ),
    ABS(Credit_Limit__c - PRIORVALUE(Credit_Limit__c)) > 50000
    )

    since you are using the ISCHANGED function you do not need to check if its a new record or not.

     

     

    AND (
    ISPICKVAL( CurrencyIsoCode ,"EUR"), 
    ISCHANGED( Credit_Limit__c ),
    ABS(Credit_Limit__c - PRIORVALUE(Credit_Limit__c)) > 50000
    )

     

     
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