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I'm trying to create a workflow that triggers an email only if the opportunity owner is in a certain division and one of 4 Access tickboxes are checked.

 

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
  1. Sep 16, 2015, 9:51 AM
    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

    )

    )

     

     
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