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Sara Monksfield (RSC) a posé une question dans #Data Management
Hi, I have an opportunity time based workflow set up to send emails and set up a corresponding task when it meets certain criteria.

 

The primary campaign source must be either Campaign 1 or Campaign 2

 

The stage must be a certain stage

 

The opportunity must contain a product

 

The opportunity must be a particular record type

 

The Primary Contact email (custom field) must not be blank

 

The IC type (custom field) must be eInspection

 

The Workflow schedule date (custom field) must be blank

 

The email is sent using the Primary Contact email field, and these are being sent fine.  However it is also setting up the tasks (as though it has tried to send the email) when the Primary Contact email field is blank.  

 

This is the criteria I have set up. Can anyone tell me what is wrong with my formula that it will fire even though the Primary Contact email field is blank?  

 

(((Opportunity: Campaign Name EQUALS Campaign 1) OR (Opportunity: Campaign Name EQUALS Campaign 2)) AND (Opportunity: Stage NOT EQUAL TO Closed Won, Closed Lost, Not Suitable, Core Text, Adopted) AND (Opportunity: Product Count GREATER THAN 0) AND (Opportunity: Primary Contact Email NOT EQUAL TO NULL) AND (Opportunity: Opportunity Record Type EQUALS Books Opportunity) AND (Opportunity: IC Type EQUALS eInspection) AND (Opportunity: Workflow schedule date EQUALS null))

 

Many thanks.

 

 
4 réponses
  1. 27 nov. 2018, 10:07
    Just in case anyone else has this issue, it is to do with using BLANK and NULL, essentially they need to be used together.

     

    I think I have fixed it by adding (Opportunity: Primary Contact Email NOT EQUAL TO NULL) AND (Opportunity: Primary Contact Email NOT EQUAL TO BLANK) AND (Opportunity: Primary Contact Email NOT EQUAL TO null)

     

    So just using BLANK or just using NULL doesn't work but using both together does.  I also added criteria that left the field entirely blank, just in case!
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