We know that workflow rule evaluation criteria can be confusing. So, in Winter ’13, we simplified the text and reordered the options to show the simplest one first, and the most complex one last.  NOTE: The default setting hasn’t changed, but it’s now the last option in the list.

However, based on customer feedback on those changes, we changed the text again in Winter ’13 to be more descriptive. We also added the “How do I choose?” link back in, but it now points to a more relevant help topic.

Old Text:

Screenshot of the Evaluation Criteria area of the UI.

Interim Text:

Screenshot of Worfklow Evaluation Criteria area of the UI in Winter '13

Final New Text:

Screenshot of the final text for the workflow evaluation criteria area of the UI

We also updated the docs to clarify what each option means:

Screenshot of updated table in the Salesforce online help

We hope these changes make it easier to set up your workflow rules!

 

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  • http://twitter.com/SFDCMatt Matthew Lamb

    Were people really confused by the previous language? Seems like the old language is much more descriptive of what happens when that option is selected.

    • Tess Napili

      Our friends in Customer Support identified workflow evaluation criteria as a major pain point for our users. Specifically, with the old language, many users thought that “when a record is edited and did not previously meet the rule criteria” applied to the entire history of the record.

      The screenshot of the new text doesn’t show the info icon text, but it says: “The rule is evaluated when a record is created, and when a record that doesn’t meet criteria is edited to meet criteria.” Matthew, I hope this addresses your point about the old language being more descriptive. Thanks for your feedback!

  • http://twitter.com/evanshrugged Evan Johnson

    I agree with Matthew. Not mad about the change, just funny that it would be confusing to people.

  • Chirag Mehta

    People are use to old option (though now we think it was odd) and changing that now to something simple will be more confusing. However, it will be easier for new users to understand.

  • Tess Napili

    Thank you all for your feedback and for accommodating this change. Our friends in Customer Support identified workflow evaluation criteria as a major pain point for our users. For example, with the old language, many users thought that “when a record is edited and did not previously meet the rule criteria” applied to the entire history of the record.

    The screenshot of the new text doesn’t include the info icon text, but it says: “The rule is evaluated when a record is created, and when a record that doesn’t meet criteria is edited to meet criteria.” Matthew, I hope this addresses your point about the old language being more descriptive. Thanks again for your feedback!

  • Natalie Regier

    I actually feel like the old language is better…I feel like I’m going to have to look to the help more to remember which is which, especially since the order is changing…kinda bummed.