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arun rupesh
it want workflow rule for iscloned recordds
Hi,
i have one checkbow field in opportunity record when i am clone the opportunity record i want checkbox field valueas automatically true for new records
i have one checkbow field in opportunity record when i am clone the opportunity record i want checkbox field valueas automatically true for new records
Follow the steps below,
1. Create a Custom Field on the object you would like to view cloned records.
a. Select Data type: Checkbox.
2. Create a Workflow Rule on the object on which you want to find whether the record is cloned or not.
a. Evaluation Criteria: Evaluate the rule when a record is created, and every time it's edited.
b. Rule Criteria: ISCLONE ()
c. Click Field Update Action
d. Field to Update: Select the Custom Checkbox field.
e. New Field Value:
Select Use a Formula to set the new value: TRUE
d. Click Save and Activate the rule.
So, this will help to identify whether a record is Cloned or not. It will work only on the records being created going forward
Regards
Regards