I am trying to create a rule which will email certain users when an opportunity has been won where Opportunity Product is a product of a certain type. Please see rule below.
I have checked values are correct, but an email is still not being sent. Any ideas what I am doing wrong?
TIA
Georgina
1 answer
Since the workflow is on the Opportunity Product object until and unless you go and edit the Opportunity Product the workflow will not be fired.
I think you should write the workflow on Opportunity object.
Create a Rollup Summary Field on the Opportunity Object,
Summarized Object: Opportunity Product
Rollup Type: Count
Filter Criteria: Product Type Equlas Support
The above roll up field will return the count of Opp Products where the Product Type is Support
Now write the Workflow Rule on Opportunity Object
Evaluation Criteria: Created and Everytimed its edited
Rule Criteira: Formula evaluates to TrueFormula is
AND(
ISCHANGED (StageName),
TEXT(StageName) = "Closed Won",
Rollup_Field_Count__c>=1,
TEXT(Sales_Region__c) = "United Kingdom"
)
Immediate Acion: Email Alert
