[SalesForce] Send email or report only when a field value is updated

I have a rich text field on contact object.

I want to send an email whenever the content in the rich text field changes.
I have enabled field history tracking. If reporting is a right way to achieve this, I need the report to clearly specify that there is a change. Or can a report be sent only when there is a change?

I have created a workflow rule, to use the "ISCHANGED" function.
But, I get this error: Error: Function ISCHANGED may not be used in this type of formula.
Below is a snapshot of the same.

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I know that I can write a trigger, use emailmessaging to send email. Is there any simple and efficient way to do this ?

I was able to achieve this through process builder, because I just read that workflow rule does not allow to track changes for rich text field.

But still, I would like to know if this can be done through reporting.. since reports do not need any deployments/ CI process.

Best Answer

The ISCHANGED() function is available only in specific contexts:

This function is available only in:

  • Assignment rules
  • Validation rules
  • Field updates
  • Workflow rules if the evaluation criteria is set to Evaluate the rule when a record is: created, and every time it’s edited .
  • Formula criteria for executing actions in Process Builder.

Because your Workflow Rule is set to evaluate the rule any time a record is edited to meet criteria, you cannot use the ISCHANGED() function.

Salesforce Reporting is not a particularly good match for this requirement, but it can work. You could use a Workflow Rule that does comply with the above restrictions to populate a Date field with TODAY() each time the field changes, and subsequently create a subscription to that report.

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