Also I don't want to send notification when at any given stage if its lost and reason is one of them mentioned in screenshot (duplicate,co-term).
What I am doing wrong in formula?
3 件の回答
Hi Archana,
+Cheryl
In your criteria, you are using Prior Stage, how are you populating this field, is it updated through a different workflow rule or manually populated by users?
I would not take that field into consideration at all and use the PRIORVALUE function to get the previous stage.
Change the Workflow Criteria to
Created and everytime its edited (2nd Option)Rule Criteria: formula evaluates to True and formula will be
AND(
TEXT(StageName) = 'Closed Lost',
TEXT(PRIORVALUE(StageName)) <> 'Stage 0',
CASE(Reason_Lost__c,
'Combined in multi term deal',1,
'Duplicate Opportunity',1,
'Multi-year upside',1,
'Co-Termed',1,
0)=0,
Account.Super_Region__c = 'North America Commercial'
)
If the Super Region field on Account is picklist field, the syntax will be
TEXT(Account.Super_Region__c) = 'North America Commercial'
