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mukesh guptamukesh gupta 

field update to another field

Hi Exprt,

On Lead page, I have a two field Name1 and Name2, and one checkbox. if fill value in Name1 and mark checkbox checked. Then field Name1 value will assign to Field Name2.

but i am using professional edition so workflow doesn't support.


Please suggest.

Thanks
 
Arvind KumarArvind Kumar
Hi Mukesh,

1.) For Process Builder:

Use Rule Critraia : AND(Name 1 ! = null , Checkbox = True)
Update Action: For update Name 2,
Use: Name 2 is reference to Name 1

2.) For Formula field:

Make formula field of Name 2
and use this formula : IF(AND( Checkbox = True, Name 1 <> null), Name 1 , '')

You can use any one option. 

Thanks,
Arvind Kumar
mukesh guptamukesh gupta
Hi Expert,

Above formula is not working my side.
User-added image
this is my screen code.

Please suggest.

Thanks
Mukesh