1

I have a rich text field on contact object.

I want to send an email whenever the content in the rich text field changes. I have enabled field history tracking. If reporting is a right way to achieve this, I need the report to clearly specify that there is a change. Or can a report be sent only when there is a change?

I have created a workflow rule, to use the "ISCHANGED" function. But, I get this error: Error: Function ISCHANGED may not be used in this type of formula. Below is a snapshot of the same.

enter image description here

I know that I can write a trigger, use emailmessaging to send email. Is there any simple and efficient way to do this ?

[Update] I was able to achieve this through process builder, because I just read that workflow rule does not allow to track changes for rich text field.

But still, I would like to know if this can be done through reporting.. since reports do not need any deployments/ CI process.

0

The ISCHANGED() function is available only in specific contexts:

This function is available only in:

  • Assignment rules
  • Validation rules
  • Field updates
  • Workflow rules if the evaluation criteria is set to Evaluate the rule when a record is: created, and every time it’s edited .
  • Formula criteria for executing actions in Process Builder.

Because your Workflow Rule is set to evaluate the rule any time a record is edited to meet criteria, you cannot use the ISCHANGED() function.

Salesforce Reporting is not a particularly good match for this requirement, but it can work. You could use a Workflow Rule that does comply with the above restrictions to populate a Date field with TODAY() each time the field changes, and subsequently create a subscription to that report.

1

I believe you need to write an Apex Trigger to compare new and old value. I found a similar discussion here

Trigger.new contains OLD value of edited Rich Text Area in come cases?

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.