In Expression Builder, you can use the sample expressions in the following table.
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Expression Builder Sample Expressions
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Update the field Opportunity Margin
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Description
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Update the field Opportunity Margin.
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Syntax
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[{cOpportunityMargin}] = [{Primary Revenue Amount}] - [{cOpportunityCost}]
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Validate new services
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Description
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Field Validation. A new service cannot have revenue greater than 1,000,000.
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Syntax
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<= IIf (FieldValue('{Type}') = 'New Service', 1000000, [{Primary Revenue Amount}])
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Assign a newly-created service request to the creator
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Description
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When a service request is created, set the value of the Alias field on the user record of the current user as the default value for the Owner field on the service request.
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Syntax
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[{Owner Alias}] = UserValue('<Alias>')
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Check if the values of specified fields have changed
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Description
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Check for changes in field values.
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Syntax
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PRE('{Primary Revenue Amount}') <> [{Primary Revenue Amount}]
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Trigger a workflow based on a close date
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Description
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If the close date is modified by more than 30 days, execute the workflow.
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Syntax
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[{Primary Revenue Close Date}] - PRE('{Primary Revenue Close Date}') > 30
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Trigger a workflow if an opportunity reaches a certain stage without a contact
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Description
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If an opportunity reaches the Closed/Won sales stage without having a contact, execute the workflow.
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Syntax
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FieldValue('{Sales Stage - Translation}') = "Closed/Won" AND PRE('{Sales Stage - Translation}') <> [{Sales Stage - Translation}] AND [{Key Contact Id}] = "No Match Row Id"
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Trigger a workflow when a check box is selected
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Description
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If the custom Ready for Review check box field is selected, execute the workflow.
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Syntax
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((FieldValue('{bCust_Ready_For_Review_Check_Box}') = 'Y') AND (PRE('{bCust_Ready_For_Review_Check_Box}') = 'N')) OR (IfNull([{bCust_Ready_For_Review_Check_Box}], 'Y') = 'Y')
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Check whether the current user is the record owner
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Description
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Check whether the owner of a record is the current user. In this case, the IfNull function is used because the Owner field might be null.
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Syntax
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IfNull([{Owner Alias}], "Invalid") = UserValue('<Alias>')
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Trigger an email when the priority of an account is changed
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Description
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Trigger an email when the value in the Account Priority field is changed from Low to High.
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Syntax
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(PRE('{Type}') = "Low") AND ( FieldValue('{Type}') = "High")
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Exclude a specific channel from a workflow
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Description
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Do not execute a workflow for a record that is updated through a browser window.
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Syntax
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PRE('{Customer Target Type}') = "Advertisement" AND ExcludeChannel("Online")
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