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Workflow /field calculation problem

edited Jul 17, 2014 11:44AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered ✓

I have a field in Opportunities (let's call it Field#1) which adds $$ totals from a total of 6 fields (4 on one Layout1, and 4 on Layout2 with 2 of them not seen on Layout1). I actually added the 2 new fields which will be used in Layout2 and I tweaked an existing workflow to try to get this to work.

1) First of all, I don't really understand the PRE condition in the Workflow Rule Condition. What does it do exactly?

2) This workflow will work for the Role that uses Layout2 but will only work if the Opportunity being created is a new Opp, not an existing Opp.

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