For example, in a form, when the Sales Rep field is changed, it will trigger an email to notify the new Sales Rep when the form is submitted.
How to do it ...
Besides the Sales Rep field (normally this one should be a connection to the ACCOUNTS Object), create 2 more fields as in below picture:
- Sales Rep Changed (Yes/No)
- Sales Rep Previous (Short Text)
In the Conditional Rules of Sales Rep Changed, input the rules as in below:
In the Conditional Rules of Sales Rep Previous, input the rules as in below:
Then in the edit form, you trigger an email as in below:
Why this works?
This takes advantage of the order of executions that the Sales Rep Changed is updated with the change status before the Sales Rep Previous stores the current Sales Rep for the next comparision (i.e. during the next form submission)
Unfortunately, this mechanism does not work for setting other field values after the Sales Rep field is changed.