AND(IsClosed = TRUE, IsWon = TRUE)
Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
We just ran a bulk update on opps, and it triggered the rule, even though the opps were already set to closed + won.
The update targeted a custom field, and, on some records, changed the account as well. From an admittedly small sample of about 10 records out of a few hundred that triggered the email, all of them were ones where the account was updated.
Is it logical that changing the account on an opp would cause this rule to fire? I could add an ISCHANGED (stage) or some additional criteria, but in my mind the evaluation criteria should limit this to only fire if the opportunity was not previously closed / won, and now is, and it should only fire once.
Thanks!
2 个回答
Thanks much Jeff.
To clarify, are you indicating that changing the account on an opp does have some special properties by virtue of recalculating rollup summary fields? Or is it something w/ the nature of the IsClosed or IsWon fields? Or just a lack of understanding on my part of the evaluation criteria?
From my interpretation, the evaluation criteria, by SFDC definition, should only fire if the record did not meet the criteria and then met the criteria, or if the record is new.
"For a new record, run the rule if the rule criteria is met.
For an updated record, run the rule only if the record is changed from not meeting the rule criteria to meeting the rule criteria."
http://na2.salesforce.com/help/doc/en/creating_workflow_rules_configure_settings.htm
However, neither of these apply in this case. Not a new record, and the record met the rule criteria before the update as well as after the update.
I can certainly add an ISCHANGED(Stage) to the rule, but want to make sure I'm clear on why the rule triggered.
Thanks again
Gorav
