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PookyPooky 

Updating the opportunity name using field update workflow

I am trying to update the opportunity name to pre-poulate with the account name. I tried the workflow as opportunity create date = TODAY but that is not working. Can anyone help me with this?
 
Thanks!
shillyershillyer
Take a look at this example from the Online Help.
 
Best,
Sati
PookyPooky
Thanks. I did and it is still not populating an opportunity name.
shillyershillyer
Really? It worked for me. I'm going to assume you have it activated. :-)
 
So the next thought is the evaluation criteria. Did you change it to:
Every time a record is created or edited
 
Hope that helps,
Sati
Martin FernMartin Fern

I think the issue here is in the word "update"  

 

If you have an Opportunity Name in there, you can "update" it to anything using workflow.

 

If you have a blank name and you want to create (not "update") it, it doesn't work!  This is because:

 

  • The Opportnity Name is manadatory
  • You cannot use any default value in the field set up
  • The validation of the field kicks in before the workflow
  • Therefore you get an error, on Save, that the Name field must be completed, before the workflow is activated to "update" it,

 

Frustrating!