Questions tagged [workflow-field-update]
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How Approval Processes Actions will be done after the freezing of workflows?
Salesforce has announced that they will be retiring their Workflow Rules and Process Builder functionality.
As a result, users will no longer be able to create new workflows or make changes to ...
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1
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365
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Evalution criteria in record-triggered flows vs apex trigger
Due to some performance issues, I plan to migrate the Record-Triggered flows to the Apex trigger code.
I wrote all the criteria logic and updated the records in the Before Insert and BeforeUpdate ...
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How to automatically update Status to Expired on Contracts when they expire?
My company has just started using Contracts. I created a value in the Status picklist called Expired for expired contracts. My goal is to automate setting the value to Expired without asking the sales ...
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Workflow rule change custom picklist depending on amount field
I have a picklist with 3 value and i want to change that value depending on value from amount field.
So if amount <5 picklist value = 1
if amount >=5 and < 10 picklist value = 2
if amount &...
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Workflow rule field update - how to set picklist value dynamically using formula?
In Workflow rule field update, is there any way to set a picklist type field value dynamically based on another field? I see formula based updates available for text type field, but for picklist I'm ...