Opportunity Name Workflow Rule - Creates name twice

Question

I have created Opportunity Name workflow rule as follows

Account.Name & " | " & PRIORVALUE(Name) & " | " & TEXT(Today())

Output is

Account Name | Priorvalue = whatever is entered user | today date in year.month.date

Here is the screenshot of the opportunity

But when my process builder creates renewal opportunities for the future date. the current opportunity name becomes prior value and created opportunity looks like this

Is there a way of resolving this? or writing a better workflow rule which can take care of this? Functionally i am open for suggestions as well.

Best Regards Prashant

Answer 1

Yes, you could do that. I imagine it would look something like this:

Account.Name & " | " &
IF(CONTAINS(Name, " | "),
MID(Name, FIND(Name, " | "), FIND(Name, " | ", FIND(Name, " | ") + 1) - FIND(Name, " | ")),
Name) &
" | " & TEXT(Today())

The lack of variables make this particularly verbose; if possible, I would consider using a trigger instead. This would also reduce the CPU time used in this particular situation.