Old Owner = SpecificID
New Owner = Specific Profile
Changed By = New Owner
I don't know if this can be done with a formula field [the ISCHANGED(OwnerID) doesn't seem to work for that], or if it needs to be a workflow, or... And I'm not sure of the correct verbiage to use.. Any help appreciated!
Alicia, you need to create a workflow rule like this:
1. From Setup, click Create | Workflow & Approvals | Workflow Rules.
2. Click New Rule.
3. In the Object drop-down list, choose Object name, and click Next.
4. In the Rule Name text box, enter relevant text.
5. In the Evaluate the rule when a record is: field, select:
created and everytime it's edited
6. In the Rule Criteria section:
Select formula and then do this:
AND(
ISCHANGED(OwnerId),
PRIORVALUE(OwnerId) = 'Insert 15 digit User ID',
Owner.ProfileId = 'Insert 15 digit Profile ID',
$User.Id = OwnerId
)
7. Click Save & Next.
8. Now let's create the field update action for this workflow rule.
In the Immediate Workflow Actions area, click Add Workflow Action, and select New Field Update.
9. In the Name text box, enter a relevant name for Field Update.
10. In the Field to Update drop-down list, choose the checkbox
11. Under Specify New Field Value, choose:
True
13. Click Save.
14. Activate the Workflow Rule.
