We create a task when an open opportunity is past its close date. I also need to exclude opportunities created by the API connection and Opportunities of a certain record type.
If an opportunity is Closed won or closed lost (100% or 0%), don't create a task
If an opportunity is Imported, don't create a task
If it was created by OA API Connection, don't create a task
If the record type includes SIAS, don't create a task
Otherwise, create a task.
First I tried 1 OR 2 OR 3 OR 4 OR 5 but I still received a notification for a SIAS record type.
Next I tried this:
But again I received notifications from SIAS opportunities.
What do I need to do with my formula to get it to NOT create a task when I don't want one?
Many thanks in advance!
5 answers
The way you set the criteria is perfect - you listed all the instances where, if all of them are true, the task should be created. Therefore, an AND is the right logic to use.
