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Expression Builder Examples

In Expression Builder, 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

[{cOpportunityMargin}] = [{Primary Revenue Amount}] - [{cOpportunityCost}]

Validate new services

Description

Field Validation. A new service cannot have revenue greater than 1,000,000.

Syntax

<= IIf (FieldValue('{Type}') = 'New Service', 1000000, [{Primary Revenue Amount}])

Assign a newly-created service request to the creator

Description

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.

Syntax

[{Owner Alias}] = UserValue('<Alias>')

Check if the values of specified fields have changed

Description

Check for changes in field values.

Syntax

PRE('{Primary Revenue Amount}') <> [{Primary Revenue Amount}]

Trigger a workflow based on a close date

Description

If the close date is modified by more than 30 days, execute the workflow.

Syntax

[{Primary Revenue Close Date}] - PRE('{Primary Revenue Close Date}') > 30

Trigger a workflow if an opportunity reaches a certain stage without a contact

Description

If an opportunity reaches the Closed/Won sales stage without having a contact, execute the workflow.

Syntax

FieldValue('{Sales Stage - Translation}') = "Closed/Won" AND PRE('{Sales Stage - Translation}') <> [{Sales Stage - Translation}] AND [{Key Contact Id}] = "No Match Row Id"

Trigger a workflow when a check box is selected

Description

If the custom Ready for Review check box field is selected, execute the workflow.

Syntax

((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')

Check whether the current user is the record owner

Description

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.

Syntax

IfNull([{Owner Alias}], "Invalid") = UserValue('<Alias>')

Trigger an email when the priority of an account is changed

Description

Trigger an email when the value in the Account Priority field is changed from Low to High.

Syntax

(PRE('{Type}') = "Low") AND ( FieldValue('{Type}') = "High")

Exclude a specific channel from a workflow

Description

Do not execute a workflow for a record that is updated through a browser window.

Syntax

PRE('{Customer Target Type}') = "Advertisement" AND ExcludeChannel("Online")

Related Topics

See the following topics for related Expression Builder information:


Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.