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I have one object named "Information" and in that i have 3 field listed below

  1. Amount (type - Currency)
  2. current(formula-return 0 and 1)
  3. balance (type- number)

now here i want to fill the field balance based on the following workflow rule criteria

case:

1) if Amount != 0 and current != 0 then balance = 0 else 1(in any other case)

[Balance field was not more used in page layout-this field is just used for reference of other field]

can i do that with the help of one workflow and one or two field update???

Please suggest me so i can complete my task

Thanaks in advance for your support

1 Answer 1

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A workflow with a single field update should do it, since you only want to update balance as far as I understood. This should work whether or not the Amount or Balance is on Layouts. Did you try it and run into any issues? If so we may need more details.

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  • yes i have faced issue while based on formula field i am not able to populate the Balance field. Formula filed is based on some date field and return 1 and 0 based upon some formula.
    – Vivek113
    Commented Oct 30, 2014 at 8:24
  • Can you be a bit more precise and describe your issue (either in words or better with a screenshot?) - otherwise it's guesswork...
    – Uwe Heim
    Commented Oct 30, 2014 at 8:30
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    Also please paste your formula so we can replicate your scenario in a testing environment.
    – Uwe Heim
    Commented Oct 30, 2014 at 8:34

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