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Isabell Matic
I do not know why my workflow rule is not working
Hi, I have a question about a workflow rule I have made, which are not working.
The purpose of the workflow rule is to change an field in Contact everytime it is edited or a Contact is created.
The rule criteria is that the field should be change when it is not equal to another field in another object which is a custom object.
The Rule Criteria is made as a formula, and look like this:
Stripe_Status_Contact__c != TEXT( Payment_Agreement_Household__r.Stripe_Status__c)
The Stripe Status field in Contact and in the custom object Payment Agreement Household are the same, which are of type picklist.
In the workflow rule I have created an Immediate Action of type Field Update which I want to set the Stripe_Status__C field in Contact to the field Stripe_Status__C in Payment_Agreement_Household__r.
The formula looks like this: TEXT(Payment_Agreement_Household__r.Stripe_Status__c)
Because it i written: "Formula Value (Text) =" over the formula editor I should just give the value it should change to in the formula.
There is no syntax errors in the workflow rule, but when I test it, the rule does not work, sadly.
I much appreciate the help! Thank you!
The purpose of the workflow rule is to change an field in Contact everytime it is edited or a Contact is created.
The rule criteria is that the field should be change when it is not equal to another field in another object which is a custom object.
The Rule Criteria is made as a formula, and look like this:
Stripe_Status_Contact__c != TEXT( Payment_Agreement_Household__r.Stripe_Status__c)
The Stripe Status field in Contact and in the custom object Payment Agreement Household are the same, which are of type picklist.
In the workflow rule I have created an Immediate Action of type Field Update which I want to set the Stripe_Status__C field in Contact to the field Stripe_Status__C in Payment_Agreement_Household__r.
The formula looks like this: TEXT(Payment_Agreement_Household__r.Stripe_Status__c)
Because it i written: "Formula Value (Text) =" over the formula editor I should just give the value it should change to in the formula.
There is no syntax errors in the workflow rule, but when I test it, the rule does not work, sadly.
I much appreciate the help! Thank you!
We can't use workflow rules for this because you are depending a field that is on an other object, but we can use Process Builder for this requirement
Thank You
www.nubeselite.com
Developement | Training | Consulting
Please Mark this as solution if your problem resolved.
All Answers
We can't use workflow rules for this because you are depending a field that is on an other object, but we can use Process Builder for this requirement
Thank You
www.nubeselite.com
Developement | Training | Consulting
Please Mark this as solution if your problem resolved.
have you checked your debug log, if you are getting any exception there?