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Marcus MillerMarcus Miller 

email alert fires when product is added (but isn't in the critieria)

I have a workflow rule that when a checkbox field is checked than an email alert is fired. It is set to Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria. But apparently anytime a user adds a product to the opportunity the email alert fires again. Is there something in my forumla that is making it do that?
Best Answer chosen by Marcus Miller
Marcus MillerMarcus Miller
I ended up creating the following formula and I believe it's working thus far:

OR 

AND 

ISCHANGED(Underwriting_Submission__c), 
Underwriting_Submission__c = TRUE 
), 
AND 

ISNEW() , 
Underwriting_Submission__c = TRUE 

)

I needed to add a ISNEW condition because ISCHANGED only works for records that arleady created. Evaluation Criteria is Evaluate the rule when a record is created, and every time it's edited

All Answers

Jai MongaJai Monga
Can you share more about this checkbox field? When is this field checked?
Jeff TalbotJeff Talbot
No one will know if there's something right or wrong in your formula if you don't post your formula :-)
Marcus MillerMarcus Miller
my formula is: 

Underwriting_Submission__c = TRUE

with evalutaiton critiera being: Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria

and it appears that when a product is added to the opportunity the rule fires. 
Jai MongaJai Monga
How is this field checked? Is it manually updated by the user and is on the opportunity record? 
Marcus MillerMarcus Miller
Yes it is manually updated and is on the opportunity record. But the field has already been checked. But if a product is later added to the opportunity the email is sent. 
Marcus MillerMarcus Miller
I ended up creating the following formula and I believe it's working thus far:

OR 

AND 

ISCHANGED(Underwriting_Submission__c), 
Underwriting_Submission__c = TRUE 
), 
AND 

ISNEW() , 
Underwriting_Submission__c = TRUE 

)

I needed to add a ISNEW condition because ISCHANGED only works for records that arleady created. Evaluation Criteria is Evaluate the rule when a record is created, and every time it's edited
This was selected as the best answer