0

I have an approval process with the below entry criteria. I played with it multiple times as I was having issues firing it off at the wrong times until I switched it to what you see, however now it dosent work at all.

AND(
[Account].Account_Manager__c != null,
[Account].Date_Account_Manager_Changed__c != null,
TEXT([Account].Account_Manager_Assignment_Status__c) != null,
TEXT([Account].Account_Manager_Assignment_Status__c) = '7 Days',
OR(
ISCHANGED([Account].Account_Manager__c.Id  ),
ISCHANGED([Account].Date_Account_Manager_Changed__c),
ISCHANGED([Account].Account_Manager_Assignment_Status__c)
)
)
0

Some optimizations:

AND(
[Account].Account_Manager__c != null,
[Account].Date_Account_Manager_Changed__c != null,
TEXT([Account].Account_Manager_Assignment_Status__c) = '7 Days'
)
  1. Removed: TEXT([Account].Account_Manager_Assignment_Status__c) = '7 Days', as it was redundant with the =7 days being there
  2. Remove the OR conditions
  3. In your criteria ensure that Do you want to execute the actions only when specified changes are made to the record? is set to true

This means that if a record is:

  • Inserted: it will fire if Manager != null, Managed_Changed != null, AND Status = '7 Days'
  • Edited: It will only fire if the values are changed to meet the criteria and they were not meeting the criteria before the edit

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