Ask Search:
Jennifer HopkinsonJennifer Hopkinson 

Opportunity Workflow using ISCHANGED

I need some help creating a formula for a workflow rule.  I need a workflow that will trigger an email when the amount, stage and probability fields are edited on an opportunity record.  I also don't want it to trigger when all opportunities are edited.  We have a field that is called approving account executive and I only want the rule to trigger when that field is not equal to null.

This is the last variation that I tried:

AND  ( ISNULL( Approving_Account_Executive__c )   &&   ( ISCHANGED( Amount )  ||  ISCHANGED( StageName )   ||  ISCHANGED( Probability ) ) )

I've been getting all sorts of messages including ISCHANGED may not be used in this type of formula.  The evaluation criteria is set to "When a record is created, or when a record is edited and did not previously meet the rule criteria".

Please help!
Chuankai ZhouChuankai Zhou
If you use ISCHANGED, you have to select

Every time a record is created or edited

so the workflow will be triggered every time any of those fields is changed.
Chuankai ZhouChuankai Zhou
not(isblank(approving_account_executive__c)) && ( ischanged(amount) || ischanged(stagename) || ischanged(probability) )

Jennifer HopkinsonJennifer Hopkinson
the only issue for me would be that it would fire off when the opportunity was created.  we currently have other notifications set up that would alert certain people when the opportunity is created.  ideally i would like to not have this alert fire when those do.  is there any work around for that?
Chuankai ZhouChuankai Zhou
you can add 
not(isnew()) to make sure

not(isblank(approving_account_executive__c)) && ( ischanged(amount) || ischanged(stagename) || ischanged(probability) ) && not(isnew())

however, based on my experience, the workflow would not fire off when new opportunity is created, even without not(isnew()).

but you can add it to make sure.

Jennifer HopkinsonJennifer Hopkinson
Thank you!  I will try that.
Erica KuhlErica Kuhl
 @jenhop - when you get a chance to try CTU007's suggestion -- if you wouldn't mind come on back and let us know if it worked.  That way we can spread the love to the rest of the Community should they have the same question.  Thanks so much!!
David MuzioDavid Muzio
I don't know about him, but that sure helped me! I was trying to configure a workflow to combine 3 percentages. This fixed that last part. Thanks!