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Satya Ranjan MohantySatya Ranjan Mohanty 

I need the formula for work flow

i need a workflow for---- when a new product is created and record type equals to XYZ their is a standard revenue checkbox field should be checked in .

how to do this can any one help me out

thanks in advance
satya
Best Answer chosen by Satya Ranjan Mohanty
cczccz
In that case you would need to use process builder:

Setup > Process Builder > New > Enter name > Starts when record changes > Save
Add object > Product (select it from the list, do not enter it manually) > Start only when a record is created > Save
Add criteria > Enter criteria name > Formula evaluates to true > [Product2].RecordType.DeveloperName = "XYZ" > Save
Add immediate action > Update records > Record type : Select the Product2 record that started your process > Select checkbox field = True

If this solves your questions please mark the answer as correct

Thanks,
Good luck
 

All Answers

cczccz
Hi Satya,

Setup > Workflow Rules > New Rule > Object Product > Enter Rule Name > Select created in Evaluation Criteria > In Rule Criteria enter Product: Product Record Type > Operator equal > Select needed record type in Value field > Save & next

Add Workflow Action > Field update > Select checkbox that should pe checked > Set Checkbox Options = True > Save > Activate

PS: If you don't have any record types created you won't see the field Product Record Type in Rule Criteria

If this solves your questions please mark the answer as correct

Thanks,
Good luck
Satya Ranjan MohantySatya Ranjan Mohanty
Thanks for the quick responce

that standard checkbox field not coming in the drop down list

 
cczccz
Please provide standard checkbox field name and corresponding object
Satya Ranjan MohantySatya Ranjan Mohanty
in product object Revenue Scheduling Enabled field 
cczccz
In that case you would need to use process builder:

Setup > Process Builder > New > Enter name > Starts when record changes > Save
Add object > Product (select it from the list, do not enter it manually) > Start only when a record is created > Save
Add criteria > Enter criteria name > Formula evaluates to true > [Product2].RecordType.DeveloperName = "XYZ" > Save
Add immediate action > Update records > Record type : Select the Product2 record that started your process > Select checkbox field = True

If this solves your questions please mark the answer as correct

Thanks,
Good luck
 
This was selected as the best answer
Satya Ranjan MohantySatya Ranjan Mohanty
We can't do it by workflow.i need it in workflow