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Forrest Muldune (Capital Recovery Advisors) asked in #Customer Service
Feb 3, 2015, 10:55 PM

Workflow - Using Formula (Checkbox) field.

All,

 

I have a Formula(checkbox) field User_Group__c in Opportunities. When I create a workflow, can I use the User_Group__c within the Rule Critieria section of my workflow? 
7 answers
  1. Bill Greenhaw (Tahoe Dreamin' Salesforce Community Conference)
    Feb 4, 2015, 1:46 AM
    Remove the last comand after User_Group__c = TRUE

     

    So it can be ..

     

    AND(

     

      ISCHANGED(OwnerId),

     

       OR(Owner.Profile.Name = "Account Manager",

     

          Owner.Alias = "fmuld",

     

           User_Group__c = TRUE) 

     

    )

     

     

     

    Or

     

    AND(

     

      ISCHANGED(OwnerId),

     

       OR(Owner.Profile.Name = "Account Manager",

     

          Owner.Alias = "fmuld",

     

           User_Group__c ) 

     

    )
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