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)","", 
    "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:

Workflow Rule creation

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


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

enter image description here

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.

enter image description here

Let me know if this solves your issue.

  • why you posted,But this won't solve your problem. , if not solve means , please suggest another solution@Rahul Yadavansh
    – SFDC
    Dec 29 '16 at 9:04
  • Please do try, I have performed this in my dev org and its working as desired. Dec 29 '16 at 11:58
  • then edit the answer and remove ' this won't solve your problem' thats why i want, everybody seeing your answer @Rahul Yadavansh
    – SFDC
    Dec 29 '16 at 13:28

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