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Topics#Data ManagementKris Webster の質問
Kris Webster が「#Data Management」で質問
2018年5月31日 13:35

Workflow HELP

I have a workflow in place that when a lead is accepted by specific users a checkbox is automitaclly checked. I then have a seperate workflow rule in place that when the checkbox is checked then the lead status is automatically updated to "Sales Accepted/Workimg" Which are all things that I want to happen. NOW the problem I am running into is that once this happens the user can not change the status to anything else but "Sales Accepted/ Working" becasue of my workflow rules. What should I do to still keep these workflows in place but still allow status changes to occur after the auto status change to "Sales Accepted/Working?" Here are pictures of the 2 workflows I have in place as of now. THANKS IN ADVANCE 

 

Workflow HELP

 

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14 件の回答
  1. Sunil Sarilla (M&G Investments)
    2018年5月31日 15:30

    Ok lets use the CASE Formula using the Last Name for now but change the formula to the below

    AND(
    ISCHANGED(OwnerId),
    Your case formula here
    )

    see if this works.

     

     
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