1

I need some help

Aim – When stage = ’Declined’ populate a field called “Declined date” with the date that declined was selected

Field: Stage

Data type : Picklist

I know how to create a workflow on any value within a picklist but I never created a workflow based on one criteria within the picklist , can this be done ?

3

You want to use the "Formula" entry for the workflow entry criteria.

When you are creating the workflow, change the rule entry to Formula Evaluates to true - and then use the formula function ISPICKVAL.

formula entry

In your case, enter the formula

   ISPICKVAL(StageName, 'Declined') 

like so

formula

This means your workflow will only be executed on records when this pikclist value equals your string literal.

ISPICKVAL is defined as:

ISPICKVAL(picklist_field, text_literal) Checks whether the value of a picklist field is equal to a string literal

And further information on it can be found in the documentation here.

Once you have set up your entry criteria for this workflow, you will need to make a new "Field Update" action for the process. Click this in the immediate actions area.

field update

What you want to do is update your date field, so select it from the drop down, and then, in a second, the "Value" section appears, switch to formula view again and enter "NOW()" like so:

date now

Save your action, save your rule activate the workflow!!! and you should be roughly good to go?

3
  • Hi Simon I got to that bit. So now i guess i need to go create - workflow & approvals -- > field updates New field update And select field i want to update ?
    – Masond3
    Apr 9 '14 at 14:35
  • erm. ok! I will chuck a couple of screenshots on that process in my answer for you. When you said you knew how to create a workflow for "any picklist" value, I assumed that meant you knew how to create workflow, sorry! Apr 9 '14 at 14:37
  • My apologises. I have been thrown in the deep end at work, picking up little pieces of work.
    – Masond3
    Apr 9 '14 at 14:43

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