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HI! I've created a work flow rule that I need to execute only when Status is changed from New to In Progress but I can't seem to get my formula to work. The current rule is set using criteria as follows (Case: Case OriginNOT EQUAL TOFormstack,Formstack HSE,Formstack Integration) AND (Case: Case Record TypeEQUALSStandard NthAM Case) AND (Case: StatusEQUALSIn Progress)

 

I attempted to write my formula and nothing happened (yes its activated). I know there is something wrong with my logic I just don't understand what it is.  Any suggestions? I deleted my formula without syntax areas because I need the current rule to work (even if its faulty) but it was something along these lines.

 

AND (( RecordType.Name="Standard NTHAM Case"),(ISPICKVAL(PRIORVALUE(Status),"New")), ISPICKVAL(Status,"In Progress"),NOT(ISPICKVAL(Origin,"Formstack")))
3 answers
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  1. Jun 7, 2020, 3:56 AM
    Hey,

     

     Try this,

     

     

    AND( RecordType.Name="Standard NTHAM Case", NOT(ISPICKVAL(Origin,"Formstack"), ISPICKVAL(PRIORVALUE(Status),"New")), ISCHANGED(Status), ISPICKVAL(Status, “In Progress”))

     

    In your formula no neet to use case origin if you want to execute wheen status changed from new to inprogress.

     

    Thanks!
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