WFR Evaluation Criteria: Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria
Rule Criteria: (Opportunity: Early Access Set Up EQUALS True) OR (Opportunity: Grace Access Set Up EQUALS True) OR (Opportunity: Invoiced Access Set Up EQUALS True) OR (Opportunity:Trial Access Set Up EQUALS True)
Field Update: IF( Trial_Early_Access_Set_Up__c = TRUE, "TRIAL",
IF( Grace_Access_Set_Up__c = TRUE, "GRACE",
IF( Early_Access_Set_Up__c = TRUE, "EARLY",
IF( Invoiced_Access_Set_Up__c = TRUE, "INVOICED",
""
))))
So if one of the boxes is ticked, the ACCESS TYPE field is populated with the corresponding type, either Trial, Grace, Early or Invoiced. This is then used in an email to notify users of the access. All good so far.
My problem is that I need the ACCESS TYPE field to be overwritten if a second box is ticked. However the first box that is ticked needs to remain ticked. If Early Access is granted the ACCESS TYPE field must say EARLY and the email is sent. If Invoiced Access is then ticked, the ACCESS TYPE field must be changed to INVOICED so that the email eill fire again.
Is there any way I can do this without having to have 4 different ACCESS TYPE fields (and therefore 4 email templates etc)?
4 réponses
Thanks Amit, I've tried ISCHANGED with the process builder so I'll test that. :)
