I need I validation rule to change the status picklist on case object to value "Submit to Client" when checkbox with the same "Submit to Client" is ticked. Could you please advise how this can be achieved as well as please provide some relevant example.
- Setup > Build > Workflow & Approvals > Workflow Rules;
- New Rule;
- Object > Case > Next;
- Name, created, and every time it's edited, formula evaluates to true, Submit_To_Client__c;
- Save and next;
- Add workflow action > New field update;
- Name, Unique name, Field to Update > Status, A specific value, Submit to Client, Save;