I need some help with a Workflow Rule Criteria I am trying to create, view below.
In opportunities when Stagename = ‘Ready’ and when $User.Alias = ‘pdavis’ changes the Opportunity Owner that contains contains $User.ProfileId = ’00ei0000001IvXe’ or $User.Alias = ‘ljacob’ or $User.Alias = ‘lbeatrice’.
How would I write this as a Formula in a Workflow Rule Criteria?
All I created was the formula below
AND(
TEXT( StageName )= 'Ready',
$User.Alias = 'pdavis')
Regards,
5 answers
Forrest, give the following a shot:
AND (
TEXT(StageName) = 'Ready',
$User.Alias = 'pdavis',
ISCHANGED(OwnerId),
OR (
Owner.Profile.Id = ' 00ei0000001IvXe',
Owner.Alias = ‘ljacob',
Owner.Alias = ‘lbeatrice'
)
)
The above should be the criteria of your workflow rule.
