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Wendy Sadeh Populate Custom Text Field from Standard Field Using Trigger?
Hello,
I think this is a basic question but I think I must be searching for the wrong information because I can't seem to figure it out.
We use custom text fields to track addresses, but we also use a service that populates the standard mailing address fields (which we have hidden from our non-admin users). I'm looking for a way to copy any data in a new contact's standard mailing address fields to our custom fields. I believe I can do this using a Workflow Rule, but I am completely unfamiliar with setting up these rules.
I'm not sure which rule criteria to use. When it comes to setting up a Field Update, I'm not sure how to write the formula to capture the information and copy it over to the custom fields.
I couldn't find an answer searching but I think that's due to me asking the question poorly. I'd really appreciate any suggestions / help! Thanks!
KJ
I think this is a basic question but I think I must be searching for the wrong information because I can't seem to figure it out.
We use custom text fields to track addresses, but we also use a service that populates the standard mailing address fields (which we have hidden from our non-admin users). I'm looking for a way to copy any data in a new contact's standard mailing address fields to our custom fields. I believe I can do this using a Workflow Rule, but I am completely unfamiliar with setting up these rules.
I'm not sure which rule criteria to use. When it comes to setting up a Field Update, I'm not sure how to write the formula to capture the information and copy it over to the custom fields.
I couldn't find an answer searching but I think that's due to me asking the question poorly. I'd really appreciate any suggestions / help! Thanks!
KJ