Questions tagged [workflow-field-update]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
1 answer
286 views

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 ...
Leandro Ferreira Fernandes's user avatar
1 vote
1 answer
365 views

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 ...
RKCY's user avatar
  • 303
1 vote
2 answers
2k views

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 ...
NoviceAdmin80's user avatar
0 votes
1 answer
60 views

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 &...
Elrion 's user avatar
0 votes
1 answer
2k views

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 ...
Vignesh's user avatar
  • 33