0

I have one object named "Information" and in that i have 3 field listed below

  1. Amount (type - Currency)
  2. current(formula-return 0 and 1)
  3. balance (type- number)

now here i want to fill the field balance based on the following workflow rule criteria

case:

1) if Amount != 0 and current != 0 then balance = 0 else 1(in any other case)

[Balance field was not more used in page layout-this field is just used for reference of other field]

can i do that with the help of one workflow and one or two field update???

Please suggest me so i can complete my task

Thanaks in advance for your support

0

A workflow with a single field update should do it, since you only want to update balance as far as I understood. This should work whether or not the Amount or Balance is on Layouts. Did you try it and run into any issues? If so we may need more details.

  • yes i have faced issue while based on formula field i am not able to populate the Balance field. Formula filed is based on some date field and return 1 and 0 based upon some formula. – Vivek113 Oct 30 '14 at 8:24
  • Can you be a bit more precise and describe your issue (either in words or better with a screenshot?) - otherwise it's guesswork... – Uwe Heim Oct 30 '14 at 8:30
  • 1
    Also please paste your formula so we can replicate your scenario in a testing environment. – Uwe Heim Oct 30 '14 at 8:34

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.