[SalesForce] Workflow rule using a picklist value change as trigger

This is my first go round with writing a workflow rule and am struggling to find correct syntax. Our Salespeople who generated a lead (Salesperson__c – a contact lookup field) want to get an email when the Status (Status) of the lead they brought in changes.

So I first tried Status= ISCHANGED(field). No luck, so then I tried ISCHANGED(Status).

Neither worked because it's a picklist I believe.

Do I need to use a ISPICKVAL formula? If so, does someone know correct syntax for this?

My updated formula is:

TEXT(Status) != TEXT(PRIORVALUE(Status))

But it gives this error:

Error: Function PRIORVALUE may not be used in this type of formula

Best Answer

The reason for the error is because of your Workflow evaluation criteria

You need it to be: rule evaluation criteria is set to "Every time a record is created or edited

@AdrianLarson already answered this once before.

Related Solutions

[SalesForce] Can a workflow determine if a Lookup field has changed

Priorvalue and ischanged are allowed if the workflow type is "any time a record is created or edited". If you change to that it should be allowed.

From Salesforce help:

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.

[SalesForce] How to write a formula using both a picklist and a checkbox

There's a few ways to write this. You'll need a logical condition test for the checkbox field rather than TEXT().

In this example, the AND() function is used to make sure all of those conditions are true. If they're all true, it displays "Yes", otherwise "NA".

IF (
    AND(
        ISPICKVAL( Lease_Lease_Assign_Applicable__c, "Yes" ),
        Lease_Assignment_Received__c
    ),
    "Yes",
    "NA"
)

Update to address the comment: another IF statement is needed to evaluate the second condition.

IF (
    ISPICKVAL( Lease_Lease_Assign_Applicable__c, "Yes" ),
    IF ( Lease_Assignment_Received__c, "Yes", "No" ),
    "NA"
)

Best Answer

Related Solutions

[SalesForce] Can a workflow determine if a Lookup field has changed

[SalesForce] How to write a formula using both a picklist and a checkbox

Related Topic