Hi! I need to create a validation rule that if the SELL DATE field has a value then the POSITION picklist field must be changed to CLOSED. Can this be done? THX
Hi Jake, Validation rules only helps before saving any record if you want to update any field you can use workflow or process builder or flows (as Priya mentioned above) Thank you, Arpitha Reddy
Hi Jake,
Validation rule only validate the record, it does not update any field.
If you want to automate this process then kindly create either workflow or process builder and select field update action.
Let me know if you further need help.
Kindly mark it as best answer if it helps.
Regards,
Priya Ranjan
Validation rules only helps before saving any record
if you want to update any field you can use workflow or process builder or flows (as Priya mentioned above)
Thank you,
Arpitha Reddy