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Workflow to send email alert when specific value is selected.
I found that workflows that were created earlier were firing even somebody just edit any field on the contact record. . So I created rules around PickList Field - Customer Survey that will fire when specific user update the field to different picklist options (Options are kind of surveys - Kickoffs, Annual cust survey, Deployment)
Every plist option is tied to the email template specifically made for the kind of survey. So when specfic users, say with User id xyz01 and abc01 update the field the email goes out to the contact's email id. I created this workflow with 2nd option evtime created and edited
AND(
ISCHANGED( Customer_Survey__c ),
$User.Id = 'xyz01 , abc01 ')
My question is, as most of the client directors in my org are pretty busy to send out the survey, I do it - I log in as the user and fire the workflow will that send the survey when their ids are selected but in actual they are not sending (pardon for my ignorance).
Also, how can I tweak this formula with the specific value of the picklist so that the survey sent out for the specific event such as Deployment ?
will it be like this ??
AND(
ISCHANGED( Customer_Survey__c, text = "Deployment " ),
$User.Id = 'xyz01 , abc01 ')
Thank you
Note: - Do not use User Id, Use username or Alias instead.
All Answers
Note: - Do not use User Id, Use username or Alias instead.
Try below
It is working so I am good..thank you.