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Workflow using AND / OR for multiple conditions

Article ID: 439
Last updated: 17 May, 2019
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 There are a few important things to keep in mind when using workflow.

  1. Be sure to use 'AND field name was updated'.  For example.  If you have a workflow condition - When Lead Status ='Won' OR Lead Status ='Closed'.  This workflow will fire every time the record is updated and Lead Status ='Won' OR Lead Status ='Closed'.  So it will fire if you add a comment, update the phone number, add an email.  This probably isn't want you want.  You need to add AND was updated - like this (Lead Status ='Won' OR Lead Status ='Closed') AND Lead Status was updated to get workflow to fire only when Lead Status was updated to Won or Closed.

  2. Workflow fires when the condition is TRUE.  When you have multiple conditions it's important to use parenthesis.  For example.  If you have a workflow condition - Lead Status ='Won' OR Lead Status ='Closed' AND Lead Status was updated without parenthesis you'll get unexpected results because the system doesn't know exactly what you want - the entire expression won't be properly evaluated.  The evaluation can stop after the first OR if Lead Status = Closed or Won because it's TRUE and workflow will fire.

  3. When using does not equal < > as a condition with multiple fields you need to use AND.  For example if you want workflow to fire if the Campaign doesn't equal New Leads or Hot Leads the condition should look like this (Campaign < > 'New Leads' AND Campaign < > 'Hot Leads).  This is required because you are using the negative or eliminating possibilities.  If you are using the positive where you want workflow to fire if the Campaign equals New Leads or Hot Leads then the condition should look like this (Campaign = 'New Leads' OR Campaign = 'Hot Leads).

    • The Rule of Thumb when using multiple conditions
    • If you are using not equal < > then use AND.
    • If you are using equal to = then use OR.
    • In both cases remember to surround those conditions with parenthesis.

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folder Documentation -> Workflow
folder Getting Started -> Workgroup Configuration Guide

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