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How to Autopopulate Email if Null with Another Completed Field
Brief Background to situation:
This is my first post...hopefully this is the correct place for this question. Long story aside, our group (small) created a Contact Custom text field for email "Preferred_Email__c" After installing MailChimp we realized that the Contact Standard text field of "Email" is the default for field mapping to create mailing lists. Therefore, we now have over 1000 volunteers that we can't access immediately as their "Email" field is blank and everyone's emails are under "Preferred_Email__c"
I tried to create a workflow that essentially stated:
If "Email" is null and "Preferred_Email_c" is not null, then the text from "Preferred_Email_c" will autopopulate into the "Email" field.
Note:
I don't want to override any text that is in the "Email." (we have a few...)
And we need to be able to override the Workflow Rule if we wish to enter different text into the "Email" field at a later date.
I have some very basic formula knowledge but couldn't figure out a formula that in my mind seems it should be rather simple...
Any help is appreciated.
You are so close with that using workflow rule (WFR).
just when you create WFR. Use Evalution Criteria with formula.
and put this formula --
ISBLANK( Email )
So when Email field is blank at the time this rule is fire.
After that use field Update action and update email field.
See this screen shots-------
Regards
Virendra
version7.7@hotmail.com (mailto:version7.7@hotmail.com)
All Answers
Yes, this is Correct place for this question.
As much as i understand you want to copy the Preferred_Email__c field's value in Email field.
Right?
Regards
Virendra
Yes, unless there's a value already there (we don't want that replaced).
Thank you for looking at my question!
Your work flow should work fine. Have you tried it?
If the email is NOT marked as read only field it should ediatble at a later stage if you want.
You are so close with that using workflow rule (WFR).
just when you create WFR. Use Evalution Criteria with formula.
and put this formula --
ISBLANK( Email )
So when Email field is blank at the time this rule is fire.
After that use field Update action and update email field.
See this screen shots-------
Regards
Virendra
version7.7@hotmail.com (mailto:version7.7@hotmail.com)