1

I am trying to develop a workflow rule that will change a certain picklist value of the Pipeline field based on a certain criteria.

I've created the workflow rule Test Workflow Rule and

  • set the Evaluation Criteria to created, and any time it’s edited to subsequently meet criteria and
  • inside in Rule Criteria I've setup formula evaluates to true [this is where i place my certain criteria and actually the part where i need help with]

Criteria:

Pipeline__c = 'Short Listed' && Feedback__c = '' && Called__c = False Call_Atmpt__c = False && Status__c = 'Sent' && Lead LastModifiedDate to be older than 6 months.

Based on that criteria I want the workflow to update the Pipeline__c field into Not Responding.

Additional info based on the information provided in answers and where and what error I get.

enter image description here

Can you please advise me on the formula part?

Thanks in advance, Darko

  • What is th eproblem, you are facing currently? I think you can check the condition in rule criteria itself (criteria are met) meaning without formula- except last modified date. – Nazeer Ahamed Nov 2 '15 at 10:01
  • I am not sure how to pack the formula and also i am confused how to define the date to be older than 6 months. – Darko Todorovski Nov 2 '15 at 10:17
0

You can try something like this

AND(
  Pipeline__c = 'Short Listed',
  Feedback__c = '',
  Called__c = False 
  Call_Atmpt__c = False,
  Status__c = 'Sent', 
  (TODAY() - DATEVALUE(LastModifiedDate)) >=  180
)

if any of the fields are picklist fields then you have use ISPICKVAL function instead of direct string compare..

something like

AND(
  ISPICKVAL(Pipeline__c, 'Short Listed'),
  Feedback__c = '',
  Called__c = False 
  Call_Atmpt__c = False,
  ISPICKVAL(Status__c,'Sent'), 
  (TODAY() - DATEVALUE(LastModifiedDate)) >=  180
)
  • Vamsi, I think subtraction of dates doesn't work in formula, did you check this ? – Himanshu Nov 2 '15 at 10:50
  • if both are date fields it will directly work.. and if they are date time fields u jus need to wrap them inside the DATEVALUE function.. – Vamsi Krishna Nov 2 '15 at 10:54
  • last time you missed the DATEVALUE function ;) – Himanshu Nov 2 '15 at 11:02
  • Hey guys, See below what i did followed by the error. AND( ISPICKVAL(Pipeline__c, 'Short Listed'), Feedback__c = '', Called__c = False Call_Atmpt__c = False, ISPICKVAL(Status__c,'Sent'), (TODAY() - DATEVALUE(LastModifiedDate)) >= 180. ) Error: Incorrect parameter type for operator '-'. Expected Number, Date, received DateTime – Darko Todorovski Nov 2 '15 at 12:51
  • can u edit ur question and post a screenshot of what you are seeing.. also there is a decimal / dot after 180 in your formula which needs to be removed. – Vamsi Krishna Nov 2 '15 at 12:59

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