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Moe Zoun Should I use process builder/ workflow rules or formulas to update multiple checkboxes in an activity?
I am working with an organization that would like to track what products are being mentioned during client calls/ visit. Let's say we have four products.
Product A, Product B, Product C, and Product D.
In the Task Object, I added four checkboxes, A, B, C, D.
IF the rep mentions Product A in the subject line OR the Comment section, THEN checkmark Product A.
IF the rep mentions Product B AND Product C, AND Product D in the Subject OR the Comment THEN checkmark all three.
IF the rep mentions Product A AND Product C in the Subject OR the Comment THEN checkmark Product A and Product C.
And so forth.
My question:
Is a rule like this doable in workflow rule or process builder? Or should I take a different approach to it?
Thank you in advance!
Product A, Product B, Product C, and Product D.
In the Task Object, I added four checkboxes, A, B, C, D.
IF the rep mentions Product A in the subject line OR the Comment section, THEN checkmark Product A.
IF the rep mentions Product B AND Product C, AND Product D in the Subject OR the Comment THEN checkmark all three.
IF the rep mentions Product A AND Product C in the Subject OR the Comment THEN checkmark Product A and Product C.
And so forth.
My question:
Is a rule like this doable in workflow rule or process builder? Or should I take a different approach to it?
Thank you in advance!
Running through a free form text entry, I see lots of issues like
- You need to restrict a Rep mention the Product in a specific way in order to make the code run successfullly.
- When code is based on string match which is free form text, the margin of error always increases.
- Typo error may lead to unsuccessfully code runs
Benefit of my suggestionI would highly recommend my above suggestion for the solution