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Topics#Data ManagementQuestion de Sara Monksfield
Sara Monksfield (RSC) a posé une question dans #Data Management
1 nov. 2019, 09:20

Workflow to fire if record type changed by particular user

I need to populate an account field with today's date if an account is created by API User or if an account has its record type changed by API User.  I got this working by Process Builder but it causes flow errors when other users make changes to certain opportunities (I have no idea why!).

 

While I try and work out why that is happening with the flow error, I want to rebuild the PB with a workflow, so that the date field is being populated and I don't have gaps of data to fill in later. Is this sort of formula possible in a workflow?  

 

I tried this:

 

AND(

 

ISCHANGED(RecordTypeId),

 

(LastModifiedById = "0054J000002FW8eQAG"),

 

OR(

 

CreatedBy.Username = "APIUser"))

 

But get Error: Function ISCHANGED may not be used in this type of formula

 

What can I change to get this to work?

 

Many thanks

 

 
3 réponses
  1. Eric Praud (Polsource)
    1 nov. 2019, 09:36
    Hi Sara,

     

    You need to select "created, and every time it's edited" under the "Evaluation Criteria" when using ISCHANGED
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