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Topics#CollaborationQuestion de Jessica Geistkemper
Jessica Geistkemper (Upper Iowa University) a posé une question dans #Collaboration
24 août 2018, 13:32

What is wrong with my formula for generating a task when a field is updated?

I have a field that when a value is entered or updated a task should generate to the owner of the contact. Currently it is only working when the value changes from one to another and not the very first time the field is populated, ISCHANGED(Preferred_Date_of_Visit__c). The rule is set to evaluate when a record is created and every time it is edited. I've used this same formula for a different field and it functions perfectly so I'm not sure what is different about this one. Thanks for any assistance.

 

 
2 réponses
  1. Sunil Sarilla (M&G Investments)
    24 août 2018, 13:44
    Hi Jessica,

     

    since you are using the ISCHANGED, it will work only for existing records not for the brand new records

     

    I would change the criteria formula to the below

    AND(
    OR(
    ISNEW(),
    ISCHANGED(Preferred_Date_of_Visit__c)
    ),
    NOT(ISBLANK(Preferred_Date_of_Visit__c))
    )

     

     
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