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Topics#Data ManagementQuestion de Alastair Batchelor
Alastair Batchelor (Thomsons Online Benefits) a posé une question dans #Data Management
5 mars 2015, 11:17

Workflow Rule Help - Opportunity Stage Change

Hi, I am trying to get a rule that trigger when the stage of an opportunity changes from "Initial Disocvery" or "Discovery" to any other stage. I have attempted this rule with no luck. Any ideas?

 

    AND( ISCHANGED( StageName ), 

 

    OR( ISPICKVAL(StageName , "Solution Mapping"), 

 

    ISPICKVAL(StageName , "Solution Validation"), 

 

    ISPICKVAL(StageName , "Quote & Negotiation"), 

 

    ISPICKVAL(StageName , "Contract Close"), 

 

    ISPICKVAL(StageName , "Closed Won"), 

 

    ISPICKVAL(StageName , "Closed Lost"), 

 

    ISPICKVAL(StageName , "Close Rejected")), 

 

    OR 

 

    (ISPICKVAL(PRIORVALUE(StageName ), "Discovery"), 

 

    ISPICKVAL(PRIORVALUE(StageName ), "Initial Discovery")))
5 réponses
  1. Jeff May
    5 mars 2015, 17:31
    If you want to treat Discovery and InitialDiscovery effectively the same for this purpose, you could make life even simpler by having a formula checkbox field of

     

    OR( 

     

        TEXT(StageName ) = "Discovery", 

     

        TEXT(StageName ) = "Initial Discovery"

     

    )

     

    then reference that in your WFR as

     

    AND(

     

    isDiscovery = false,

     

    PRIORVALUE(isDiscovery) = true

     

    )

     

     
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