Hi - the screen below shows how to do a conditional rule, which alters what happens after the Sold to Shipped workflow action is clicked.

The syntax is Valid=(oppo_source=='Phone');

If the condition is valid I get a message saying YesPhone, and I move to another state, if it is not, I get a message saying NoPhone, and I stay on the Sold state.

Hi Tom,

This is the rule i'm working on;

Based off what you've shown me, mine should be working yet only the false actions occur.

Thanks,

Will

You have quotes around the oppo_priceknown field - you do not need those.

I've removed the quotes and retested but hasn't been successful.

I also realised the oppo_priceknown was supposed to be oppo_deliverypriceknown. Corrected this but no success.

OK - two last things to try - take off the second set of () brackets if they are still there.

Also, check what the code for the caption Price Unknown is - it's the code that is evaluated by the rule, not the caption.