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Hi - can anyone help? :)

 

I am trying to create a workflow on the quote object that triggers a field update. I only want to create one workflow as the field update is the same regardless but have a number of scenarios to incorparate.

 

To test my first scenario, i tried this. It worked. (see below)

 

AND 

 

(ISPICKVAL(Quote_Type__c ,"Customer Base"), 

 

Discount > 0.1)

 

But, when I added the rest, it no longer worked even though no syntax errors were found.

 

OR(

 

(AND

 

(ISPICKVAL(Quote_Type__c ,"Customer Base"),

 

ISPICKVAL(Quote_Type__c ,"10 user plus"),

 

Discount  > 0.1)),

 

(AND

 

(ISPICKVAL(Quote_Type__c ,"5 User"),

 

Discount  > 0.5))

 

)

 

Can anyone tell me what I am doing wrong here or is salesforce designed to have 3 separate workflows for this. 
답변 8개
  1. 2016년 8월 3일 오전 10:11
    Hi Louise,

     

    Please try the below

    OR(

    AND(

    OR(

    ISPICKVAL(Quote_Type__c ,"Customer Base"),

    ISPICKVAL(Quote_Type__c ,"10 user plus")

    ),

    Discount > 0.1

    ),

    AND(

    ISPICKVAL(Quote_Type__c ,"5 User"),

    Discount > 0.5

    )

    )

    As per the above, your workflow rule will be trigerred when either of the  below 3 conditions are met

     

    1.Quote Type is Customer Base and Discount is > 0.1 or 10%

     

    2.Quote Type is 10 user plus and Discount is > 0.1 or 10%

     

    3.Quote Type is 5 User and Discount is > 0.5 or 50%
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