Workflow Rule for formula

Question

I have created the custom field called Payment_Method__c(picklist Type) Values(Default (A/R & A/P),Contrassegno,RIBA,Bonifico Bancario,Rimessa Diretta) 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)","", 
    "Contrassegno","*", 
    "RIBA","+", 
    "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

For example if i choose the value in Bonifico Bancario in Payment_Method__c and it automatically update the value in JDE_Payment_method__c as - using Formula and so on

This process will work for both insert and update in the record for order object

Now I want to change the Formula field to workflow Rule to update(only when Record is created)

For this Scenario:

what i have to specify the value in Rule Criteria , after checking the rule criteria, it have to update the field in JDE_Payment_method__c in order object for these different types of picklist values

I want a single Workflow Rule to achieve my target

Answer 1

You can simply use "True" in rule criteria, example below. But this won't solve your problem.

You need to create a new "Text Field" and use this text field to store the initial value ( value of the field when the record is created), because formula field cannot be accessed in workflow rule.

Let me know if this solves your issue.