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akshay desai 9
Update a field value by workflow
I have a object product I want to update a task field value such as
Order price is 100 then in task price should be automatically update as 100 I want to do this by workflow
Order price is 100 then in task price should be automatically update as 100 I want to do this by workflow
To achieve use below Process builder:
Create one process builder.
Select Object as Order.
Select No Criteria.
Add immediate action as below:
Action Type =Create Record
Give any action name
Select RecordType=Task
Set All Field values of task and add one row.
In Field select Price,Type=FieldReference,Value=[Order].Price and SAVE.
Use this process builder and let me know is it helpful.
All Answers
You can not achieve this by workflow .Here you need to use Process builder as below:
- Create one process
- Select Object as Product.
- Add criteria as Order Price = 100.
- Add immediate action as below:
Action Type =Update RecordGive any action name
Select RecordType=[Account].Task
Select No criteria
In update box set as Field as Price = 100 and SAVE it.
Use this process builder and let me know is it helpful.
Regards,
Harsh P.
Now I want to add a Price of a Order into the task. I created a activity field for that is Price
To achieve use below Process builder:
Create one process builder.
Select Object as Order.
Select No Criteria.
Add immediate action as below:
Action Type =Create Record
Give any action name
Select RecordType=Task
Set All Field values of task and add one row.
In Field select Price,Type=FieldReference,Value=[Order].Price and SAVE.
Use this process builder and let me know is it helpful.