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In our organization, we have older contacts who pass away.  We want to retain their historical records, but want to avoid accidentally contacting contacts who've passed away.  I've read that a workflow rule can be created to append or prepend their name field but I lack the ability to write the code required to make this happen.

I have inserted a custom field with a checkbox that indicates that the contact is inactive, but what would the next steps in the workflow rule look like?  Thanks in advance for your assistance.
6 answers
  1. Sep 8, 2015, 12:52 PM
    Hi anji  & Manish,

    Consider you want to update the stageName field as 'Closed won' and  some fields like type, amount etc 'in a single update'. If you have not used 

    'NOT (ISCHANGED(StageName))' means, the above action won't be happened. Manish clearly told this in his requirement.

    Else, you can use 'ISPICKVAL(PRIORVALUE(StageName ), "Closed Won")'. Both are correct..

    Try this, you can understand clearly.

    Thanks,

    Vignesh P

     
  2. Sep 4, 2015, 2:55 PM
    Hi manish,

     

                     Edit your formula field like below. 

    =====================================

    AND (

    ISPICKVAL (StageName, "Closed won"), NOT (ISCHANGED(StageName)), 

    OR (ISCHANGED(Type), ISCHANGED (Amount), ISCHANGED (LeadSource), ISCHANGED (CloseDate)) 

    )

    =========================================

    If there are any issues, Let me know.

    Thanks,

    Vignesh P
  3. Sep 7, 2015, 5:25 PM
    Hi Vignesh,

    May i know why you have used  

    NOT (ISCHANGED(StageName)), 

    Thanks and Regards

    Anji

     
  4. Sep 4, 2015, 11:45 AM
    You should check PREVIUS VALUE for Stage field along with the existing formula.

    Thanks.
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