I've created the formula as this but the rule fires as soon as the opportunity is created, regardless of whether the tickboxes have been checked. Where have I gone wrong?
AND(
OR(
Owner.Division = "EMEAI Journal Sales"||
Owner.Division = "Sales support"||
Owner.Division = "EAP Sales"||
Owner.Division = "Sales Operations"||
Owner.Division = "EMEAI Journal Sales"||
Owner.Division = "Book Sales"||
Owner.Division = "Publishing Services"||
OR(
EJournals_Early_Access_Set_Up__c =TRUE||
EJournals_Grace_Access_Set_Up__c =TRUE||
EJournals_Invoiced_Access_Set_Up__c =TRUE||
EJournals_Trial_Early_Access_Set_Up__c =TRUE)))
I've also tried this:
AND(
Owner.Division = "EMEAI Journal Sales"||
Owner.Division = "Sales support"||
Owner.Division = "EAP Sales"||
Owner.Division = "Sales Operations"||
Owner.Division = "Book Sales"||
Owner.Division = "Publishing Services"||
AND(
EJournals_Early_Access_Set_Up__c =TRUE||
EJournals_Grace_Access_Set_Up__c =TRUE||
EJournals_Invoiced_Access_Set_Up__c =TRUE||
EJournals_Trial_Early_Access_Set_Up__c =TRUE))
Any help much appreciated, thank you :)
2 answers
Hi Sara, Please try the below, If you are using the OR statement you dont additionally need || and also paranthesis are in wrong place.
AND(
OR(
Owner.Division = "EMEAI Journal Sales",
Owner.Division = "Sales support",
Owner.Division = "EAP Sales",
Owner.Division = "Sales Operations",
Owner.Division = "EMEAI Journal Sales",
Owner.Division = "Book Sales",
Owner.Division = "Publishing Services"
),
OR(
EJournals_Early_Access_Set_Up__c,
EJournals_Grace_Access_Set_Up__c,
EJournals_Invoiced_Access_Set_Up__c,
EJournals_Trial_Early_Access_Set_Up__c
)
)