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I have a specific contact field (Agentname) in the Opportunity object. I want to make an email alert to this agent.

My rule criteria are something like:

AND(CONTAINS(AgentName__c ,'Mike'), 
ISPICKVAL(StageName, 'Authorised'))

Because Agentname is a filtered lookup, as I understand it, Agentname__c resolves to an Id.

Is there anyway I can do the test CONTAINS(AgentName__c ,'Mike') in my workflow rule, or is there some other way to do it?

1 Answer 1

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In the Rule Criteria you can use related object fields such as Name in your case.

This should work:

AND(CONTAINS(AgentName__r.Name ,'Mike'), 
ISPICKVAL(StageName, 'Authorised'))
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  • This helped. Thanks, @oles-malkov. I did find that I had to use the related field AgentName__r.FirstName as AgentName__r.Name gave a syntax error. (AgentName__c) is a filtered lookup on Account object).
    – Dizzley
    Mar 11, 2016 at 9:34

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