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ajivlI
Automatically populate a field based on 2 field choices
Hi all,
I would like to achieve the following scenario:
On object - Cases. Once a person selects (in case creation) the related Account (lookup) and selects one of 2 choices of a picklist (e.g. Method: Physical or Virtual), the system automatically fills in Subject field (read only for users) in a way something like: Case on AccountX for Virtual Method.
I believe I need to build a process for this action, however, I got stuck there. Was not able to properly set up conditions.
Any help appreciated. Thank you.
I would like to achieve the following scenario:
On object - Cases. Once a person selects (in case creation) the related Account (lookup) and selects one of 2 choices of a picklist (e.g. Method: Physical or Virtual), the system automatically fills in Subject field (read only for users) in a way something like: Case on AccountX for Virtual Method.
I believe I need to build a process for this action, however, I got stuck there. Was not able to properly set up conditions.
Any help appreciated. Thank you.
I would do it like this.
Evaluation criteria: created, and every time it's edited
Rule criteria: formula
ISCHANGED( Method__c ) || ISNEW()
this will ensure that the formula will be ran each time a record is created and each time the method is changed ( i.e. for Virtual to Physical )
Workflow action:
Field Update - Object Case - Field Subject
Formula value
"Case on " & Account.Name & " for " & TEXT(Method__c) & " Method"
If it helps you please mark the answer as correct.
Thanks
Good luck
All Answers
It's enough if you create a workflow rule.
Go to Workflow Rules
Create new
Every time a record is created
Rule criteria = formula ISNEW() or whatever else if you need it only in certain conditions ( i.e. only when Method/Account is selected )
Add workflow action = Field Update on Case object for field Subject
Formula: "Case on " & Account.Name & " for " & TEXT(Method__c) & " Method"
Activate
If you need any other informations please let me know
Regards
ccz
I would do it like this.
Evaluation criteria: created, and every time it's edited
Rule criteria: formula
ISCHANGED( Method__c ) || ISNEW()
this will ensure that the formula will be ran each time a record is created and each time the method is changed ( i.e. for Virtual to Physical )
Workflow action:
Field Update - Object Case - Field Subject
Formula value
"Case on " & Account.Name & " for " & TEXT(Method__c) & " Method"
If it helps you please mark the answer as correct.
Thanks
Good luck