I don't understand why this workflow isn't working even when all the criteria are true. Could someone help me? When the following formula is true, I have a field update on "Sales Draw Date Payable" to equal TODAY (). Thanks!
Rule Name: Commission - Sales Draw Date Payable
Object: Opportunity
Active: [Checked]
Evaluation Criteria: Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria.
Rule Criteria
AND(
Sales_Commission_Percentage__c <> null,
Sales_Draw_Hold__c = False,
Sales_Draw_Date_Payable__c = null,
Whats_Next_Paperwork_Submitted__c <> null,
OR (
ISPICKVAL(StageName,"Sold Purchase"),
ISPICKVAL(StageName,"Sold Lease"),
ISPICKVAL(StageName,"Countersigned Lease"),
ISPICKVAL(StageName,"Completed"),
ISPICKVAL(StageName,"Installation Completed")
)
)
In theory this shouldn't be the reason your workflow isn't firing, but it is good practice (and therefore worth trying) to use ISBLANK() or NOT(ISBLANK()) instead of comparing values to null. So you may want to try:
AND(
NOT(ISBLANK(Sales_Commission_Percentage__c)),
Sales_Draw_Hold__c = False,
ISBLANK(Sales_Draw_Date_Payable__c),
NOT(ISBLANK(Whats_Next_Paperwork_Submitted__c)),
OR(
ISPICKVAL(StageName,"Sold Purchase"),
ISPICKVAL(StageName,"Sold Lease"),
ISPICKVAL(StageName,"Countersigned Lease"),
ISPICKVAL(StageName,"Completed"),
ISPICKVAL(StageName,"Installation Completed")
)
)
If any of the fields you're comparing to null are picklists, you'd also need the TEXT() function inside the ISBLANK(), so for example:
ISBLANK(TEXT(Sales_Draw_Date_Payable__c))
