I have created the custom field called Payment_Method__c and JDE_Payment_method__c in order JDE_Payment_method__c field is created as the Formula field in Salesforce.

Formula is:

CASE(Payment_Method__c , 
"Default (A/R & A/P)","", 
"Bonifico Bancario","-", 
"Rimessa Diretta",":", 

whatever we are choosing the field called Payment_Method__c in order while creating and updating the field in order record it automatically populate the value in JDE_Payment_method__c

Now I am changing this to workflow rule to field update:

only when the Record is created enter image description here

what i have to give in Rule Criteria and also in field update, can anyone guide me for all the values in single work flow rule

  • 3
    Reading the news while working on your workflow rules? You might consider a more carefully cropped screenshot... – Adrian Larson Dec 28 '16 at 14:52
  • 3
    I am more concerned about his use of Windows XP in 2016. (sorry, couldn't resist) – Sebastian Kessel Dec 28 '16 at 16:34
  • @AdrianLarson comment me I will explain my problem, – user30475 Dec 29 '16 at 5:51

It looks like you have a field that is editable, and another one that is a formula.

Formulas will automatically change value if the field (or fields) they reference are changed as well. This means that you do not have to write a Workflow Rule to change a formula.

If this is not your case, please comment here and I'll help you work out your solution.

  • please comment me . what is my problem i will explain – user30475 Dec 29 '16 at 5:11
  • 1
    Please edit your question to add all necessary clarifications. We can then give you a better answer. – Sebastian Kessel Dec 29 '16 at 17:38
  • salesforce.stackexchange.com/questions/153999/… can you please see this question, if you provide better give alternate solution @Sebastian Kessel – user30475 Dec 30 '16 at 5:16

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