+ Start a Discussion
arun rupesharun rupesh 

it want workflow rule for iscloned recordds

Hi,

i have one checkbow field in opportunity record when i am clone the opportunity record i want checkbox field valueas automatically true for new records 

 
EldonEldon
Hi,

Follow the steps below,

1. Create a Custom Field on the object you would like to view cloned records.

       a. Select Data type: Checkbox.

2. Create a Workflow Rule on the object on which you want to find whether the record is cloned or not.

       a. Evaluation Criteria: Evaluate the rule when a record is created, and every time it's edited.
       b. Rule Criteria: ISCLONE ()
       c. Click Field Update Action
       d. Field to Update: Select the Custom Checkbox field.
       e. New Field Value:
                  Select Use a Formula to set the new value: TRUE
       d. Click Save and Activate the rule.

So, this will help to identify whether a record is Cloned or not. It will work only on the records being created going forward

Regards
EldonEldon
Please close the thread if any of the answers solved your issue by marking the answer as best answer

Regards
AyalanAyalan
I recreated this combination of workflow and custom button and it stopped working.  Any ideas as to why? 
Elizabeth MurphyElizabeth Murphy
Hello, i tried the above, but the field is not populating when i am creating cloned records. Any suggestions?