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KSK
One time update of a field
I know I've seen this before but cant recreate it.
Trying to figure out the syntax for a one time workflow rule.
I have two fields; Lead Score (formula) and Original Lead Score (number, I suppose). I'd like the Original Lead Score field to insert the value from Lead Score *once* (ergo, "original")...
Thx!
KSK
Can you create a workflow rule that evaluates When a record is created, or when a record is edited and did not previously meet the rule criteria? The criteria can be when Lead Score is not equal to null. The workflow action can be a field update that is only triggered once.
Hope that helps,
Sati