I need help with Requirement below.
If [Matter__c].Deal__c.Account.ID_18__c = "001i000000rgN17AAE"
and
[Matter__c].Total_Fees__c < 5000,
[Matter__c].Budget__c < 3000,
and
NOT(ISBLANK([Matter__c].Client_Approval_Date__c )))
The problem with my Rule Criteria formula below, I created in Process Builder is when the Total_Fees__c and Budget__c number fields are both blank (contain no number ), the criteria does not recognize if it is less than the numbers in the formula.
for example when [Matter__c].Total_Fees__c < 5000 and the field is blank, it does not recogize it as less than 5000.
If anyone help me I will greatly appreciate it.
AND(
[Matter__c].Deal__c.Account.ID_18__c = "001i000000rgN17AAE", /* State Bank and Trust Company 18 digit ID */
[Matter__c].Total_Fees__c < 5000,
[Matter__c].Budget__c < 3000,
NOT(ISBLANK([Matter__c].Client_Approval_Date__c )))
2 answers
And if you want the Process to actually fire when those fields are blank, then it should be this:
AND(
[Matter__c].Deal__c.Account.ID_18__c = "001i000000rgN17AAE", /* State Bank and Trust Company 18 digit ID */
NOT(ISBLANK([Matter__c].Client_Approval_Date__c )),
OR(
AND(
ISBLANK( [Matter__c].Total_Fees__c ),
ISBLANK( [Matter__c].Budget__c )
),
AND(
[Matter__c].Total_Fees__c < 5000,
[Matter__c].Budget__c < 3000
)
)
)
