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Nick Fontanos
Adding text in workflow (Process Builder)
I would like to know how to add a text using a formula.
I would like to auto-fill a certain field with a message after it's being created.
For example, A receivable is created and a field must have this message on the "Message on Invoice" field: "Please contact your Case Administrator if you have any questions."
I would like to auto-fill a certain field with a message after it's being created.
For example, A receivable is created and a field must have this message on the "Message on Invoice" field: "Please contact your Case Administrator if you have any questions."
Thank you so much for your responses. I was able to add the text by simply adding " at the beginning and end of the text.
It worked for me.
All Answers
I think you can make use of trigger which would be checking if there are any necessary conditions and adding the text to the field after running a loop over the list of new records.
Additionally, there is also an option called URL hacking that auto-populates values in the field of a new record, you can check this in below link:
>> https://www.salesforceben.com/salesforce-url-hacking-for-lightning-tutorial/#:~:text=What%20is%20a%20Salesforce%20URL,record%20you're%20currently%20on.
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.
PrepaidGiftBalance (https://www.prepaidgiftbalance.net/)
Thank you so much for your responses. I was able to add the text by simply adding " at the beginning and end of the text.
It worked for me.