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Topics#Data ManagementStephanie Wright's Question
Stephanie Wright (HVCC) asked in #Data Management
Mar 12, 2021, 9:21 PM

How do I create a workflow rule that will send an email alert when the status of opportunities for certain users change?

I already have a workflow action created. I just need to set up a workflow rule to put it into action. Currently, I have a similar workflow set up in my org, so I am trying to use that as a template to guide me through. This workflow generates an email alert anytime an opportunity is moved to a certain stage.

 

This is currently how the rule appears:

 

OR(ISCHANGED( StageName ), ISNEW() ) && 

 

ISPICKVAL(StageName , "Quote Stage")

 

For this new workflow I am trying to create, I need an email alert to be generated when an opportunity is moved to a certain stage, but in this case for only 3 specific opportunity owner's. Backstory...I have a manager that has 3 sales staff that report directly to him, and he wants to know when they have requested a quote.

 

Thanks!
6 answers
  1. Usman Ali
    Mar 12, 2021, 9:44 PM

    Please use this formula, I forgot to remove last comma after third email address.

    AND
    (
    	OR
    	(
    		ISCHANGED(StageName), 
    		ISNEW() 
    	), 
    	ISPICKVAL(StageName , "Quote Stage"),
    	OR
    	(
    		Owner.Email = 'YourFirstUserEmail@gmail.com',
    		Owner.Email = 'YourSecondUserEmail@gmail.com',
    		Owner.Email = 'YourThirdUserEmail@gmail.com'
    	)
    )

     

     
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