Using Roll-Up Summary field formula

By | December 29, 2016

While working with one of our recruitment based clients, we had a requirement to incorporate their business process for the updating the Account fields, based on a roll-up summary field. The process required certain fields to be updated, emails to be fired for the same criteria, etc.

Roll Up Summary field in Account

Roll Up Summary field in Account

Workflows in Salesforce are a fantastic way to automate certain business processes and was obviously our choice. We tried to use this field as the “Rule criteria” for the flow to fire based on if it’s value changes to zero. And there, we encountered an error that said, “ISCHANGED” cannot be used in this type of formula.

Workflow Rule- Created and any time its edited to subsequently meet the criteria

Workflow Rule- Created and any time its edited to subsequently meet the criteria

This could be easily resolved if you choose the “Evaluation criteria” to “created and any time it’s edited”. ISCHANGED function is available only in
-> Assignment rules
-> Validation rules
-> Field updates
-> Workflow rules if the evaluation criteria is set to Evaluate the rule when a record is: created, and every time it’s edited.

Workflow Rule -created, and every time it's edited

Workflow Rule -created, and every time it’s edited

Please refer the link for more information about workflow rule uses. – Mapping custom lead fields to standard contact fields

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