workflow rule that changes a picklist value

Question

I am trying to develop a workflow rule that will change a certain picklist value of the Pipeline field based on a certain criteria.

I've created the workflow rule Test Workflow Rule and

• set the Evaluation Criteria to created, and any time it’s edited to subsequently meet criteria and
• inside in Rule Criteria I've setup formula evaluates to true [this is where i place my certain criteria and actually the part where i need help with]

Criteria:

Pipeline__c = 'Short Listed' && Feedback__c = '' && Called__c = False Call_Atmpt__c = False && Status__c = 'Sent' && Lead LastModifiedDate to be older than 6 months.

Based on that criteria I want the workflow to update the Pipeline__c field into Not Responding.

Additional info based on the information provided in answers and where and what error I get.

Can you please advise me on the formula part?

Thanks in advance, Darko

Answer 1

You can try something like this

AND(
  Pipeline__c = 'Short Listed',
  Feedback__c = '',
  Called__c = False 
  Call_Atmpt__c = False,
  Status__c = 'Sent', 
  (TODAY() - DATEVALUE(LastModifiedDate)) >=  180
)

if any of the fields are picklist fields then you have use ISPICKVAL function instead of direct string compare..

something like

AND(
  ISPICKVAL(Pipeline__c, 'Short Listed'),
  Feedback__c = '',
  Called__c = False 
  Call_Atmpt__c = False,
  ISPICKVAL(Status__c,'Sent'), 
  (TODAY() - DATEVALUE(LastModifiedDate)) >=  180
)