How can I reference 2 checkbox fields and related field in a Workflow Rule?

Question

Hello,

May I please get your help in writing this Workflow Formula:

I have a Custom Object called Receipt. On this Receipt object I have 2 Check Box fields.

Is Posted

Is Refund

There is also a look up field called Business Group' which looks up the Business Group object.

I am trying to write a formula in a Workflow that should send an email alert if:

Is Posted is True

Is Refund is false

and Business Group 's Name Field contains the word Foundation.

Jayson Morales · Accepted Answer

Hi Minhaj_Developer Arifin,

You can try something like this:

AND(
Is_Posted__c,
Is_Refund__c,
CONTAINS( Business_Group__r.Name , "Foundation")

Hope that helps.

Regards,

Jayson

Moustafa Ishak Kamal Moustafa · Answer

Hi Minhaj,   Could you please try the below formula  AND( Is_Posted__c, NOT(Is_Refund__c), CONTAINS( Business_Group__r.Name , "Foundation"))   @Jayson is think the logic above wouldn't work as Is_Refund__c should be false and there was a bracket missing :)   Kindly let me know if this works :D   Thanks   Moutafa Ishak

How can I reference 2 checkbox fields and related field in a Workflow Rule?

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