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Topics#Data ManagementLEAH Gus's Question
LEAH Gus (Gus) asked in #Data Management
Mar 28, 2017, 2:23 PM

Change field on Account if field on opportunity is changed

I need to write a workflow rule to change a field on the account record if a field on an opportunity has a value. I wrote this formula, Opportunity.LostReason__c <> NULL but it tells me Field Opportunity does not exist. I also wrote it this way Opportunity.LostReason__c != NULL. What do I need to do to make it work?
8 answers
  1. Mayank Srivastava (eVerge Group)
    Mar 28, 2017, 2:39 PM
    Leah, if you want to fire the rule when the Lost Reason field on Opportunity has a value, I would simply use this:

     

    If Lost Reason is a text field:

    NOT(ISBLANK(Lost_Reason__c))

     

    If Lost reason is a picklist field:

    NOT(ISBLANK(TEXT(Lost_Reason__c)))

     

    Evaluation criteria:

    created and everytime it's edited      (2nd option)

     

    Such criteria will ensure that the workflow rule not only fires when the field is not blank but also when the field is changed.

     

    Also, remember that since the field is changing on the Opportunity object, your workflow rule must be created on the Opportunity object.

     

    Then when you configure the field update, select the Object to be Account and then choose the Account field that needs to be updated.
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