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Expression Builder Examples

In the Expression Builder window, you can use the sample expressions in the following table.

Expression Builder Sample Expressions

Update the field Opportunity Margin

Description

Update the field Opportunity Margin

Syntax

[OpportunityMargin] = [<OpportunityRevenue>]-[<OpportunityCost>]

Validate small deals

Description

Field Validation. 'Small Deal' cannot have revenue greater than 1,000,000

Syntax

<= IIf (FieldValue('<OpportunityCategory>') = 'Small Deal', 1000000, [<Revenue>])

Assign a newly-created Service Request to the creator

Description

Whenever a Service Request is created, set LoginId( ) as the default for the Service Request field 'Owned By Id'.

Syntax

[<OwnerId>] = LoginId()

Check if the values of specified fields have changed

Description

Check for changes in field values

Syntax

(PRE('<ActualCost>') <> [<ActualCost>]) OR (PRE('<BudgetedCost>') <> [<BudgetedCost>])

Trigger a workflow based on a close date

Description

If the close date is modified by more than a month, execute the workflow.

Syntax

([<CloseDate>] - PRE('<CloseDate>')) > 30

Trigger an email when Activity workflow is created by someone other than the owner

Description

Trigger an email to the activity owner when an Activity workflow is created by someone other than the owner

Syntax

[<OwnerId>]<>LoginId()

Trigger an email when Account type is changed

Description

Trigger an email when Account type is changed from "Prospect" to "Customer"

Syntax

PRE('<AccountType>') = "Prospect" AND FieldValue('<AccountType>') = "Customer"

Exclude a specific channel from a workflow

Description

Do not execute a workflow for an online record

Syntax

PRE('<CampaignType>') = "Advertisement" AND ExcludeChannel("Online")


Published 05/11/2007