Hi,

I have a field in Accounts:  Setup_Stage__c - it is a picklist

What I want to happen is that when someone selects 'Completed'

from this field and saves, I want the field Stage (which is also a picklist)

in Opportunities to update to the value 'Approved'.

Is this possilble? And if so, need a little help with this one.

Michael

I have this rule:

AND (OR ($RecordType.Name = "GTB Merchant"),
 CONTAINS( "pa", Rep_or_ISO_number_login__c )
)

It's not working. I mean it works but it kicks off no matter if there is a 'pa' entered in the Rep_or_ISO_number_login__c field or not. I want it to kick off if there is NO 'pa' entered.

What is wrong with this formula?

thanks 

Michael

I have a Lookup field (Signing ISO) and when an account is created I need that field to default to

gotoBilling ISO, which is a value in the lookup.

Could someone tell me the code for this?

So far I have:

ISNEW( Signing_ISO__c )

Don't know what to do next.

Thanks.

Can a work flow be created where it will call for a specific action no matter what field is updated and then attempted to be saved?

I need to make the user assign a case out of our support queand assigned to a specific user if any field in the case is updated. Can this be done, and if so, my friends, how?

When I use the below rule:

AND(ISCHANGED( BillingStreet ),

ISPICKVAL( ACH_Service_Status__c ,"Active"))

it gives me the error:

Error:
Function ISCHANGED may not be used in this type of formula

What I think I’m finding (and I’ve looked around a lot) is
that you cannot create a workflow rule on an Address data type.  Is that true?

I have three fields that 99% of the time I will want the data to be cloned/copied to three other fields.

What I want is to be able to click a button to do this automatically rather than having to type

the information again?

Is there an easy way to do this?

Michael

I have this rule:

AND (OR ($RecordType.Name = "GTB Merchant"),
 CONTAINS( "pa", Rep_or_ISO_number_login__c )
)

It's not working. I mean it works but it kicks off no matter if there is a 'pa' entered in the Rep_or_ISO_number_login__c field or not. I want it to kick off if there is NO 'pa' entered.

What is wrong with this formula?

thanks 

Michael

I have a Lookup field (Signing ISO) and when an account is created I need that field to default to

gotoBilling ISO, which is a value in the lookup.

Could someone tell me the code for this?

So far I have:

ISNEW( Signing_ISO__c )

Don't know what to do next.

Thanks.

Can a work flow be created where it will call for a specific action no matter what field is updated and then attempted to be saved?

I need to make the user assign a case out of our support queand assigned to a specific user if any field in the case is updated. Can this be done, and if so, my friends, how?