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Mahatma VijayMahatma Vijay 

Need help tracking a field

Hi, 
So we have an object 'Asset' with one of fields as 'Software version number'. We want to track the software version number in Case Object and created a formula field so whenever a client generates a case the software version number will auto-populate the field. So here's the issue- When the software version changes (In asset object) as the client upgrades their software, this version number we have on Case object is also updating. Is there a way to store the old software version in the Case object even after the information in Asset object's 'software version number' field changes? Can someone help me with this? I'm sorry it's a little confusing. Can I do it using workflows and/or process builder or should I go for hardcoding?
Best Answer chosen by Mahatma Vijay
DebasisDebasis


Yes, Workflow Rule for sure. Here you go: 

1. Creating a Text Field: Create a TEXT(255) field on the Object and name it say: Old Value

2. Setting up the Workflow Rule + Field Update
Go to Setup | Create | Workflows & Approvals | Workflow Rules
New Rule
Select the Object
Click Next
Evaluation Criteria: created and every time it's edited
Rule Criteria: formula evaluates tor true
Fomula: 
AND(
    ISCHANGED(your_Field__c),
    NOT(ISBLANK(TEXT(your_Field__c)))
)
Click Save & Next
From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
Select the Field to Update: Old  Value
Select Use a Formula to Set the New Value
Formula:
TEXT(PRIORVALUE(your_Field__c))
Click Save
Click Done
Click Activate


Click Activate