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Nikhal BhardwajNikhal Bhardwaj 

Help building a workflow rule

Hi --

I have this workflow rule for an email alert that basically sends out an email every time a completed project gets a new budget created.

AND(
ISNEW() ,
pse__Project__r.ffrr_exp__RevenueRecognitionCompleted__c = TRUE)

I want to add another condition to this, If the Project Practice = TonicUK, TonicUS 

I tried to add something like this but keep getting errors.

IF( pse__Practice__r.Name = "TonicUK", pse__Practice__r.Name = "TonicUS"
AND
 ISNEW() ,
 pse__Project__r.ffrr_exp__RevenueRecognitionCompleted__c = TRUE)
Best Answer chosen by Nikhal Bhardwaj
Kapil BatraKapil Batra
Hi Nikhal,
Below formula will do the trick : 
AND(
ISNEW() ,
pse__Project__r.ffrr_exp__RevenueRecognitionCompleted__c = TRUE,
OR(pse__Practice__r.Name = "TonicUK", pse__Practice__r.Name = "TonicUS"))
Hope it helps !
 

All Answers

Kapil BatraKapil Batra
Hi Nikhal,
Below formula will do the trick : 
AND(
ISNEW() ,
pse__Project__r.ffrr_exp__RevenueRecognitionCompleted__c = TRUE,
OR(pse__Practice__r.Name = "TonicUK", pse__Practice__r.Name = "TonicUS"))
Hope it helps !
 
This was selected as the best answer
Nikhal BhardwajNikhal Bhardwaj
Thank you for your help on this!
Kenneth RileyKenneth Riley
I had the same issue last night and I'm glad that the first thing I did this morning is to look for answers here and gladly here's this post that also fixed my problem. Thank you!