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CRMandresG
simple workflow formula assistance
I am trying to mark a check box (Rank) to be true when a certain custom field (Question_ID = "abc").
What I am trying to accomplish is creating a formula workflow to say, When question_ID equals "abc" for example then make Rank check box true.
Question_ID data type: Number
Rank data type: Checkbox
Okay that one should be pretty simple, all you need is something like this.
Workflow Rule
FieldUpdate WFR1
Workflow Rule Detail
Workflow Actions
Immediate Workflow Actions
Field Update
Update Field
Field Update Detail
Rules Using This Field Update
.