Help writing a workflow rule

Hello Experts!!!
I need help writing a workflow rule condition to trigger the workflow. What I am aiming for is an email to be sent out when an opportunity is marked Closed/Won. But it can only be of a certain opportunity type (we use three options) and opportunity sub-type (we use two options) (these are custom fields we use)
Below are the fields that need to be used:
[<SalesStage>] = Closed/Won
[<OpportunityType>] = Acute
[<plOpportunity_SubType_ITAG>] = Tech
Thanks Again!!

Hi
Try:
[<SalesStage>] = Closed/Won AND [<OpportunityType>] = Acute AND [<plOpportunity_SubType_ITAG>] ='Tech'
Note that in case of picklists it is recomended to use the lookup value and not static text like 'Tech', but both will work.
Good luck
Guy

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Need help writing a workflow rule

Hi all!
I want to write a workflow that will populate the "Region" field when a new account is saved.
We use territories, but cannot effectively pulll contact reports due to OnDemand not having the Territory field in the Contact reporting area. (In the contact reporting area you can only pull by "Region")
When we originally set up OnDemand during the data conversion from UpShot, we set up our regions to be the same as the territories. However at this time "Region" is not a field we use, due to the need of creating accounts to be a simple as possible. So what I want to do is link the "region" field to the "Territory" field, so that when a new account is saved that field will automatically populate.
Also is using a workflow the only way to do this?
Thanks in advance!!!

The JoinFieldValue expression I put in my last post is exactly what you need. Just copy it exactly as you see it and past it in the Default Value box. You will not need to write 20 expressions. The Territory Name field in my expression is available in Territory, but you wouldn't see it in the field dropdown in Account when creating the post default.
Ok, so to test this, please copy the expression in the default value exactly as I have it above. Then check the Post Default flag. Then save your changes. You must ensure that the Territory and Region picklists are consistent. They must match exactly. Finally, you will need to log out and log back in and create a new account and pick the Territory.
Let me know how it goes.
Thom

Help with applescript/workflow/rule that would unflag mail when read (...)

Here's my scenario:
I have quite many mail.app rules that automatically filter and file incoming mails from newsletters, SNS, work, friends etc. and they all go in specific mailboxes (200+)
I also have some rules that I trigger using MailActOn.
Since with Lion theres now 6 different flags (and that you can rename them) I've included them in the rules actions and set them up to the following categories:
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- To Do Later
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This actually allows me to have these smart mailboxes to appear only when they are flags active.
Now for the first three I want to keep the flags permanently until I'm actully done with them.
But for the "news" and "personal" ones I want to have them "unflag" once I read them.
So to recap, is there a way to systematicall/periodically unflag messages when they are read from specific mailboxes or if they are flagged with a particular flag?
I'd really appreciate if someone would help me out figure out an adequate solution to what I'd like to achieve.
I'm not sure if a kind of a combination of either applescript/workflow/rule would actually make it work...

Here's my scenario:
I have quite many mail.app rules that automatically filter and file incoming mails from newsletters, SNS, work, friends etc. and they all go in specific mailboxes (200+)
I also have some rules that I trigger using MailActOn.
Since with Lion theres now 6 different flags (and that you can rename them) I've included them in the rules actions and set them up to the following categories:
- To Do
- To Do Later
- To File
- News
- Personal
This actually allows me to have these smart mailboxes to appear only when they are flags active.
Now for the first three I want to keep the flags permanently until I'm actully done with them.
But for the "news" and "personal" ones I want to have them "unflag" once I read them.
So to recap, is there a way to systematicall/periodically unflag messages when they are read from specific mailboxes or if they are flagged with a particular flag?
I'd really appreciate if someone would help me out figure out an adequate solution to what I'd like to achieve.
I'm not sure if a kind of a combination of either applescript/workflow/rule would actually make it work...

Need help writing a Java rule in PDF Forms

I have created an invoice for my contractors via "forms", and in turn made each cell either a drop down list or "read only" field so they cannot change the rate of pay, etc. Here is my issue...My first drop down cell is titled "Job Description". When the contractor selects one of the 8 dropdown options within the Job Description field, I would like it to automatically fill in the hourly rate that is associated with that particular job description (or skill). I currently have my "rate" cell as a drop down, and I want to make that a read only, and when you select the A1 position from Job Description, it will populate the "rate" field with the appropriate amount for that A1 rate. I believe this can be done with writing some Java script, but I have never played with Java and I don't really have the time to teach myself. If anyone can help with me a quick tutorial, or even the formula I should use, so that I can just plug and play, that would be super helpful. If this is a time consuming issue, I would be interested in paying someone to do it for me. Thank you!

Hi George,
I was able to copy my data over to a fresh document, and now it works just fine....thank you so much for your insight and help!
I have another question if you have a moment.
I am trying to do a simple calculation of start time and end time for my employees. Do I need to do this via a javascript, and if so, what area in properties of the result field should I copy it to? for the purpose of the script, the fields are as follows:
DataField1 = start time
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I would like to use the h:MM tt format for my time fields if possible.
I've attached a link to the file through my dropbox account, and you'll notice that I created three new fields at the top of the invoice just to test the time calculations before i mock up the whole document.
Dropbox - Contractor Invoice Template (1).pdf
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Thank you!!

Unable to evaluate workflow rule - Value too long for field

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This same calculation is fine when a new record is entered and the calculation is done as a default field value.
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How to write workflow rules/expressions/SQL

Hi all.
We are recent users of CRM onDemand, we would like to write some workflow rules but cannot seem to find any information on how to do this. The help section is limited in answers, and some of the questions here are also not specific to what we would like to do.
Does anyone have any advice on books, web sites, etc. on where to find the knowledge we need on how to write the workflow rules and use SQL and expressions in CRM on Demand?
Thanks in advance!!

For your first case:
1. You cannot create a workflow in r15 for activity but in R16 you can
Create new to create a workflow
Name: Auto email send
record type: activity
trigger: when new record saved
rules: put your rules by clicking on the fx icon i.e this is where you are entering the rule saying the owner is different from the person who is creating the activity or the delegated field is filled (another way of looking at it)
then save the workflow
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2. In your second scenario:
How do you expect to create an account and automatically populate the Sales rep's name - not sure
But you can create an opportunity and auto fill with the Account Owner's name by using this in the field validation (you do not need the workflow), you can use the FieldValueJoin function.
Hope this helps - btb there is no book you can go thro the help and you will find some directions

Workflow Rule Condition : impact of the "LookupValue"

Hello,
I would like to know something about he "LookupValue" (eg.1) impact in the "workflow rule condition". What is exactly the role of the "LookupValue"? Does it have an impact if I decide to delete it and just write the value needed (eg. 2) ?
eg.1 : ... =LookupValue("OCC_CUST_LOV_OPTY_4", "Value Needed")
eg.2 : ... =("Value Needed")
Could someone help me?
Thanks and regards.
Edited by: user5840933 on 5 mars 2009 03:44

Hi !
The lookupValue function is very useful. Imagine you created 10 workflows with a condition such as : PICKLIST="Value".
Then imagine you have to modify the "Value" of this picklist in "Value2" for example. This means you will have to update your 10 workflows to put "Value2" instead of "Value".
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LookupValue(PICKLIST, "A") will return the value corresponding to the code "A", no matter what the value is.
In the expression builder, after chosing the field in the picklist, click on the link "Get acceptable values". Then click on a value and the LookupValue function will appear in your expression.
Hope this will help, feel free to ask more !
Max
[See Mike L announcement|http://forums.oracle.com/forums/ann.jspa?annID=883]

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Sutter Instruments
51 Digital DR.
Novato, CA 94949
USA
[email protected]
m
(415) 883-0128
FAX (415) 883-0572

George may not answer you. He hasn't been online here for almost eight years.
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You're entirely bonkers. But I'll tell you a secret. All the best people are. ~ Alice

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Help writing a workflow rule

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