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I am getting a problem according to which I have two picklist fields in Opportunity:
1. Stage , 2. Category (Dependent on 'Stage') & 3. Status (text field).

Now I have some workflow's which updates the values of field 'Status' depending upon above mentioned two picklist fields, But the issue is When I give the value of Stage field as 'Won' & value in dependent picklist Category as 'Closed' my field Status is updating correctly and when I update my Opportunity with values in Stage field as 'Dropped' & value in dependent picklist Category as 'Omit' it will not change my Status field to 'Dropped'

Despite being all the Workflow's having

Evaluation Criteria = Evaluate the rule when a record is created, and every time it’s edited.

the status field is not updating.

So my concern is, If the Opportunity is being updated as WON in any circumstances then is there something like: It prevents the workflow from being triggered or It will prevent the Stage status from being updated in back-end depending on which Workflow is not triggering something.

Aprreciate anybody's help on this.


Thanks!

Chirag

  • 1
    Have you reviewed the debug log of changing stage to Dropped? Can you post it? Are there any validation rules for status? Your issue can't be anything serious, but you've provided too little information to understand it well. – endrju Dec 26 '13 at 11:02
  • I haven't reviewed the debug-log, I'll do it now if you say so. And there is no Validation Rule on the status field. Please bear with me till the time I'll review my debug-log. – Chirag Verma Dec 26 '13 at 13:37
1

You can also use the CASE function in a formula field to do this without a workflow.

CASE(expression, value1, result1, value2, result2,...,else_result) 

For your example, it would look like the below:

  CASE( StageName, 
    "Won", "Win Text", 
    "Dropped", "Dropped Text",
    "")

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