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smitha george 5smitha george 5 

Status field update

Hi , 
I have a requirement that there is a Revenue text field in Account object, so whenever we give some information into that field ,status will need to be change Pending to Submit.
Thanks in Advance.
Best Answer chosen by smitha george 5
Hemant_SoniHemant_Soni
Hi mitha george,
You need to try workflow rule.
Follow These Steps:
  1. Create a worklfow rule With "created, and every time it's edited" Evaluation Criteria.
  2. Rule Criteria is:
ISCHANGED(Revenue__c)
       3. After That Create a field Update In "Immediate Workflow Actions".
       4. In Field Update, Select "Status" field.
       5. Under "Specify New Field Value" Select your new value of field.
       6. Activate workflow rule.
Please mark it solved.
Thanks
Hemant

 

All Answers

Hemant_SoniHemant_Soni
Hi mitha george,
You need to try workflow rule.
Follow These Steps:
  1. Create a worklfow rule With "created, and every time it's edited" Evaluation Criteria.
  2. Rule Criteria is:
ISCHANGED(Revenue__c)
       3. After That Create a field Update In "Immediate Workflow Actions".
       4. In Field Update, Select "Status" field.
       5. Under "Specify New Field Value" Select your new value of field.
       6. Activate workflow rule.
Please mark it solved.
Thanks
Hemant

 
This was selected as the best answer
Arshadulla.ShariffArshadulla.Shariff

Hello Smitha,

We can achieve the above task from Workflow or Process Builder.

You can learn about process builder from 
https://trailhead.salesforce.com/en/modules/business_process_automation

For workflow please refer Salesforce help guidelines
https://help.salesforce.com/articleView?err=1&id=customize_wf.htm&siteLang=en_US&type=0

Regards,
Arshad