I created a workflow rule with a field update. Which worked I needed to add another field update to the existing workflow rule that would remove a check mark. The workflow still fires the first field update to change the status but it will not fire the remove check mark.
Case - Replacement Order Emails
Evaluation Criteria
- created, and any time it's edited to subsequently meet criteria
Rule Criteria
- ((Email Message: Subject CONTAINS Replacement order) OR (Case: Subject CONTAINS REPLACEMENT ORDER:)) AND ((Email Message: From Address EQUALS [email protected]) OR (Case: Web Email EQUALS [email protected])) AND (Case: Case Record Type EQUALS Customer Care)
Workflow Actions
Field Update
- Name Junk or Informational Email
- Unique Name Junk_or_Informational
- Description if a status is changed to informational or junk, that it will mark the status as that and will also clear the new email checkbox.
- Object - Case
- Field to Update Case: New Email
- Field Data Type Checkbox
- Re-evaluate Workflow Rules after Field Change Checked
- New Field Value False
Field update
- Name Informational Email
- Unique Name Informational_Email
- Description
- Object Case
- Field to Update Case: Status
- Field Data Type Picklist
- Re-evaluate Workflow Rules after Field Change Checked
- New Field Value Informational
I then created a flow with the same criteria and the flow works when I run it manually how do i make this flow work without users having to press a button. I need the flow to run in the background like the workflow does.