Why can't we use:"created, and any time it’s edited to subsequently meet criteria" with PRIORVALUE in the formula?
Formula Example:
AND(
CONTAINS($RecordType.Name, "Order"),
ISPICKVAL(Order_Type__c,"Firm Order") ,
ISPICKVAL(PRIORVALUE(Order_Type__c), "Positional Order") ,
NOT( ISPICKVAL(StageName, "Billed") ),
NOT(INCLUDES(Payment_Type__c, "Fee Only")),
NOT( ISPICKVAL(Standalone_Oppty_Type__c , "Maintenance")),
OR(
ISPICKVAL( Region__c ,"Southeast") ,
ISPICKVAL( Region__c ,"Southeast GB") ,
ISPICKVAL( Region__c ,"Southeast - Florida")
)
)
1 answer
To handle this, I would try the ISCHANGED fn and then set the Evaluation Criteria : created and every time it's edited.
Like this:
AND(
CONTAINS($RecordType. Name , "Order"),
ISCHANGED( Order_Type__c ),
ISPICKVAL( Order_Type__c ,"Firm Order"),
ISPICKVAL(PRIORVALUE( Order_Type__c ), "Positional Order"),
NOT(ISPICKVAL( StageName , "Billed")),
NOT(ISPICKVAL( Standalone_Oppty_Type__c , "Maintenance")),
NOT(INCLUDES( Payment_Type__c , "Fee Only")),
OR(
ISPICKVAL( Region__c ,"Southeast") ,
ISPICKVAL( Region__c ,"Southeast GB") ,
ISPICKVAL( Region__c ,"Southeast - Florida")
)
)
This would not trigger for every update on the record rather just on the update of the Order Type field and in effect the WFR runs only once!
