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Topics#Data ManagementLinda Jenkins's Question
Linda Jenkins (Volaris Group) asked in #Data Management
Apr 29, 2014, 5:24 PM

My workflow rule criteria doesn't work, I'm doing something wrong.

I'm trying to fire an email alerto the the sales director when an opportunity is in any closed stages (closed won, closed lost, closed no bid, closed abandoned) AND the record type = 01280000000Barc AND the UK business unit is NOT Auriga.

 

 This formula gets no syntax errors, it also doesn't work :-(

 

AND( NOT(ISPICKVAL( UK_Business_Unit__c, "Auriga")),RecordTypeId = "01280000000Barc",CONTAINS("Closed",TEXT(StageName)))

 

I don't think the TEXt(picklist) support is working although it says it was delivered in the Spring 14 release. I could be doing something wrong but everything else I try doesn't pass CHECK SYNTAX.

 

Any and all advice greatly appreciated.

 

Linda
4 answers
  1. adam marks (Cloud Think Consulting)
    Apr 29, 2014, 5:30 PM
    Do you have any Stage's with Closed in the name besided Closed Won or Closed Lost? Assuming not, try this:

     

    AND( 
    NOT(ISPICKVAL( UK_Business_Unit__c, "Auriga")),
    RecordTypeId = "01280000000Barc",
    ISCLOSED)
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