Activity Forums Salesforce® Discussions I need the formula for a workflow in Salesforce

  • Shaharyar

    Member
    August 16, 2017 at 4:16 am

    Hello Radhakrishna,

    Workflow Rules

    Setup > Workflow Rules > New Rule > Object Product > Enter Rule Name > Select created in Evaluation Criteria > In Rule Criteria enter Product: Product Record Type > Operator equal > Select needed record type in Value field > Save & next

    Add Workflow Action > Field update > Select checkbox that should pe checked > Set Checkbox Options = True > Save > Activate

    If this solves your questions please like it otherwise you have to use process builder.

    process builder:

    Setup > Process Builder > New > Enter name > Starts when record changes > Save
    Add object > Product (select it from the list, do not enter it manually) > Start only when a record is created > Save
    Add criteria > Enter criteria name > Formula evaluates to true > [Product2].RecordType.DeveloperName = "XYZ" > Save
    Add immediate action > Update records > Record type : Select the Product2 record that started your process > Select checkbox field = True

    • This reply was modified 5 years, 5 months ago by  Shaharyar.
    • This reply was modified 5 years, 5 months ago by  Shaharyar.

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