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  • Raevyn Wallace
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4 replies

Workflow Rule Question - How to populate a checkbox when certain text entry lookup fields are populated.

Hello everyone,

I find myself at a loss with a request for a worlflow rule. The request is such:

When lookup fields A or B on an Account are populated, trigger Checkbox C on related Opportunities to be marked True.

How do I set the formula to recognize any input in fields A or B as the trigger as opposed to specific input? Anyone know?

Thank you in advance!
4 replies

Workflow Rule Question - How to populate a checkbox when certain text entry lookup fields are populated.

Hello everyone,

I find myself at a loss with a request for a worlflow rule. The request is such:

When lookup fields A or B on an Account are populated, trigger Checkbox C on related Opportunities to be marked True.

How do I set the formula to recognize any input in fields A or B as the trigger as opposed to specific input? Anyone know?

Thank you in advance!