I am creating a workflow rule so that a checkbox field in an opportunity record is marked as true when a certain criteria is met.
I want the rule criteria to 'Run this rule if the following: formula equals true' and I want the rule to occur when the owner of the opportinty hasn't modified the opportinuty record in a week or longer. So far I have the following formula but have no idea if it is correct or not:
( OwnerId = $UserRole.LastModifiedById ) >= DATETIMEVALUE(expression)
On a seperate note I was wondering what the formula would be for the same criteria as above, but instead of the opporunity record being updated by the the owner of the record, the criteria is now met when a specific field is updated by the owner of the record.
Any help would be much appreciated
Thanks
Matt
8 answers
What if you created a Formula Field like as below -
- Label: Not Touched
- Type: Formula Field
- Return Type: Checkbox
- Formula:
(TODAY() - DATEVALUE(LastModifiedDate)) > 7
This means that Opportunity hasn't undergone any change since last 8 days or more.
So in essence I don't think we need any Workflow Rule and this Formula should solve the need.
