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DeptonDepton 

WF - email Alert

Hi,

 

I have a trigger that counts the number of close cases for each contact, now I want to send an email alert each times when the close case is , 1,3,6,9,12,15.....etc....

 

 

Any ideas on setting this rule without having to write all numbers until 500!!!

Any tricks??

 

Thank you

DeptonDepton
AND(( Items__c =1)  ||  MOD(Items__c,3) = 0)

 

I have managed to create the WF email alert with this formula.:)

 

Now a second question:

 

How can I say if item__c value is repeated do not send the email alert.

 

This is because I might have the value number 6, which fires the Alert but if I delete o reopen a case, the value will turn to 5, then if I close the case again is back to 6 and I do not want to send the Email alert if the item__c fields is repeated.??

 

Any idea???

Thanks

 

 

CheyneCheyne

You could add a field update to your workflow rule, which updates a custom field, Last_Items__c, with the current value of Items__c. Then, you can add criteria to your workflow rule so that it only evaluates to true if Items__c is greater than the value in Last_Items__c. So, your rule would look like this:

AND(OR(Items__c=1, MOD(Items__c,3)=0), Items__c > Last_Items__c)

 This way, once your rule fires for a certain value of Items__c, it cannot fire again until Items__c has a greater value.

DeptonDepton

I have tried this but if the field update is in the same workflow it won't fire as this is not happening???

Thank you!

 

AND(OR(Items__c=1, MOD(Items__c,3)=0), Items__c > Last_Items__c
CheyneCheyne

This shouldn't be a problem, because the field update occurs after the workflow fires. Make sure you set the Evaluation Criteria to "Every time a record is created or edited." This rule will not work with the default Evaluation Criteria of "When a record is created, or when a record is edited and did not previously meet the rule criteria."

DeptonDepton

Doing as you mention

 

field "Last item" populated with item__c

 

and WF criteria:

Every time a record is created or edited

 

AND(OR(Items__c=1, MOD(Items__c,3)=0), Items__c > Last_Item__c)

 

but last item doesnt gets populated.


I will run a debug to see if the workflow is firing

Thanks

 

CheyneCheyne

Sorry, it's probably not firing because there is no value in Last_Items__c. Try

AND(OR(Items__c=1, MOD(Items__c,3)=0), OR(Items__c > Last_Items__c, ISBLANK(Last_Items__c)))

 This way, if the workflow rule hasn't run yet, and Last_Items__c is blank, it will still fire if Items__c is divisible by 3 or equal to 1.

DeptonDepton

Thanks again dude! but modified as you mentioned and reach number 9, and no email fired!

 

any other ideas!! I really appreciate your help!:)

CheyneCheyne

Hmm... that is interesting. What is the value of Last_Item__c?

DeptonDepton

it is based on a trigger that counts the total of close cases per contact.

 

So it will depend on this!:)

 

CheyneCheyne

Based on the workflow that we discussed above, Last_Items__c should be set to equal Items__c whenever Items__c is divisible by 3 and greater than Last_Items__c. Whenever this happens, the email action should trigger as well, as it is based on the same workflow rule.

 

You said that when Items__c reached 9, an email was not sent. What was the value of Last_Items__c on that specific record at the time that Items__c reached 9?

DeptonDepton

Thank you for your help again

 

The value for Last_Items__c was 9, it is copying the Items__c

CheyneCheyne

Okay, that is why it did not send the email. The workflow rule triggers if Items__c is divisible by 3 and is greater than Last_Items__c. This second criteria is very important, because it prevents the workflow rule from firing again for the same value of Items__c. If the value of Last_Items__c was equal to 9 when Items__c was updated to 9, the workflow email would not trigger.

DeptonDepton

ok, grand but i started with

 

"You could add a field update to your workflow rule, which updates a custom field, Last_Items__c, with the current value of Items__c."

 

So i might be missing something here, how would you do this part?

 

 

CheyneCheyne

The field Last_Items__c stores the value of Items__c when the workflow rule last triggered. This way, whenever you update a record, it can check this field and compare it to the updated value for Items__c. If the new value is greater than the previous value and is divisble by three, the email is sent, and Last_Items__c is updated.

 

So, your workflow rule needs to have two actions associated with it: the email alert, and the field update. Last_Items__c is updated with the current value of Items__c, but that does not happen until after the rule criteria is evaluated.