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

1 Answer 1


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, 2016 at 9:04
  • Please do try, I have performed this in my dev org and its working as desired. Dec 29, 2016 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, 2016 at 13:28

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