function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
The NewbieThe Newbie 

Need help with field update in work flow rules

When Case is closed i want to automatically generate the description as "Auto Closed"
Case Staus = Closed then Description = Auto Closed
SwethaSwetha (Salesforce Developers) 
HI,
Try below steps
  • create a workflow rule and Set the evaluation criteria to "created, and any time it's edited to subsequently meet criteria."
  • Set the rule criteria to "Case: Status equals Closed." Save the rule.
  • Click "Add Workflow Action" and select "New Field Update."
  • Enter a name and description for the field update.
  • Select the "Description" field from the "Field to Update" dropdown list.
  • Enter "Auto Closed" in the "Specify New Field Value" field.
  • Save the field update.
  • Activate the workflow rule.

Posting screenshot from my org

User-added imageUser-added image

 

When you click the "close case" button, the status of case changes to "Closed" and the description is updated accordingly.

If this information helps, please mark the answer as best. Thank you