Workflow Rule Configuration For Visit Assignment

[Former Member]

Hi guys,

Need help.

What is the configuration of the workflow rule when it comes to assigning visits for someone? I'm so confused and would appreciate the help.

Regards,

Nico

[Former Member · Accepted solution]

Hi,

1- Create a new workflow that executes on every save.

2- As condition, add the rule "Responsible (before save) is not equal to the field Responsible".

3- Add the action Notification. In the recipient you add the lead responsible.

Best regards.

Alexandre.