I have a 3 fields for tracking price books - they are related and control the hiearchy of pulling pricing for quotes
National Price Book
Related Price book
Customer Price Book - it is related to creating quotes from the correct book and is updated with a workflow rule like below with this formula: IF(NOT(ISBLANK( Related_Price_Book__c )), Related_Price_Book__r.Name , National_Price_Book__r.Name )
My issue is that sometimes we discontinue the Related Price Book - so it is changed to a blank field. When it happens to change from NOT(ISBLANK) to ISBLANK my workflow does not trigger. So the "customer Price book field will show Related Price Book when it should be National Price book.
**i did write a seperate workflow that if both fields = blank to update the Customer Price Book to blank - this defaults to a general pricebook**
CAN I JUST ADD ON TO THIS? How would I write it? I thought the ISCHANGED would cover it changing to a blank value :(
OR(
AND(
NOT(ISBLANK( National_Price_Book__c )),
ISCHANGED(National_Price_Book__c)
),
AND(
NOT(ISBLANK( Related_Price_Book__c )),
ISCHANGED(Related_Price_Book__c)
)
)
답변 9개
Barbara, No Issue below formula will take care of all the things
OR(
ISNEW(),
ISCHANGED(Related_Price_Book__c)
)
Above formula will return true if the Record is Being Created OR Related_Price_Book__c field has been changed to a new value or Blank.
So no need to worry
