I'm trying to create a workflow rule that fires when:

  1. Status = New
  2. Type = Incident
  3. Origin is not Production Monitoring or Proactive outreach AND
  4. Does not have BOTH of these picklist values A. Origin = Web Inquiry B. Category = Change Form

The way it is written right now, if it has either of #4's picklist values it is not firing. Any help would be greatly appreciated.

    ISPICKVAL( Status, "New"),
    ISPICKVAL(Type, "Incident"),
    NOT(ISPICKVAL (Origin, "Production Monitoring")),
    NOT(ISPICKVAL (Origin, "Proactive Outreach")),
        NOT(ISPICKVAL(Origin, "Web Inquiry")),
        NOT(ISPICKVAL(Category__c, "Change Form"))
  • 1
    I would avoid using && and ! in your formulas and instead use AND and NOT respectively. That will make them more readable imho.
    – Adrian Larson
    Dec 14, 2015 at 23:29
  • Okay, how about this? code AND(ISPICKVAL( Status, "New"), ISPICKVAL(Type, "Incident"), NOT(ISPICKVAL (Origin, "Production Monitoring")), NOT(ISPICKVAL (Origin, "Proactive Outreach")), AND(NOT(ISPICKVAL(Origin, "Web Inquiry")), NOT(ISPICKVAL(Category__c, "Change Form"))))code Dec 15, 2015 at 0:09
  • It is better to make edits to your post than dump code in comments. It looks like you got it though. I edited your post for you.
    – Adrian Larson
    Dec 15, 2015 at 0:11
  • Still doesn't work. It's treating the second AND as an either or. If I create a case with an origin of "Web Inquiry' it isn't firing. I only want it to not fire if the origin is 'Web Inquiry' and the Category is 'Change Form' Dec 15, 2015 at 0:14

1 Answer 1


You just need to invert your NOT and AND in the final clause:

        ISPICKVAL(Origin, "Web Inquiry"),
        ISPICKVAL(Category__c, "Change Form")

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