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Scott Chambers 2Scott Chambers 2 

Making one field equal to another through Workflow Rule

I've created two custom fields for opportunities that are "Revenue Per Order" and "Yearly Revenue." 

I'd like to create a workflow that says "If Revenue Per Order" does not equal "Amount", modify Amount to equal Revenue Per Order. Revenue per Order is required, while Amount is not. I believe I've gotten the criteria correct, but cannot seem to find the correct immediate actions.

Any help would be greatly appreciated.
Best Answer chosen by Scott Chambers 2
NehaDabas16NehaDabas16
Hi Scott,
  1. Create a workflow rule on Opportunity object.
  2. Set Rule Criteria :  Amount != Revenue Per Order (Use formula to define this criteria)
  3. Set Evaluation Criteria as per your requirement:  Evaluate the rule when a record is created | Evaluate the rule when a record is edited | Evaluate the rule when a record is edited to subsequently meet the criteria.
  4. Then add an immediate action as Field Update.
  5. Select the field to update as "Amount". Then select "Use a formula to set the new value".
  6. In formula editor, put "Revenue Per Order" field. Click Save and activate workflow rule.
If this helps, please mark it as answer.
Regards,
Neha