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krishna casukhela 7 Get Picklist Value into Text field
Hello friends
I have workflow rule on Opportunity . In Account , I have custom field IsStage, Data Type=Text
In workflow , action item =field Update, if StageName=Closed Won then this value should reflect in IsStage.
I have wriiten as follows but is show error. Can anyone let me know?
Account.IsStage__c = CONTAINS(StageName, "Closed Won")
Regards
Krishna
I have workflow rule on Opportunity . In Account , I have custom field IsStage, Data Type=Text
In workflow , action item =field Update, if StageName=Closed Won then this value should reflect in IsStage.
I have wriiten as follows but is show error. Can anyone let me know?
Account.IsStage__c = CONTAINS(StageName, "Closed Won")
Regards
Krishna
StageName is the field related to Opportunity sObject...
Two Different sObjects...
to get this you must use the relationships concept...
In the workflow entry condition you have to check wether the opportunity stageName is closed.
Account.IsStage__c = TEXT(StageName)
This will update the value.
If the above solution is helpful . Mark it as solved
Thanks,
Saraz
After you entry criteria done, you selected field update right? In that one select which field you want to update i.e in your case IsStage__c,
Then select Use a formula to set the new value --> give the below formula --> Text(StageName)
Account.IsStage__c = TEXT(StageName)
Error : Formula result is data type (Boolean), incompatible with expected data type (Text).
My question is I need to Capture "Cloed Won" into IsStage__c.
Regards
Krishna
It works for me.
Check the below image. Make sure you have done the same.
Instead of Business Hours select your custom field name
Thanks,