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ArtWArtW 

Using Workflow to Update A Custom Field Picklist Value

I am attempting to use a formula to update a custom field picklist value on my Tasks Object. Once the criteria is met, I'd like for the formula to update the "Subject" field, with one specific value =  Call - Left Voice Message

 

I've tried using

  1. Case(),
  2. ISPICKLIST()
  3. Text()
All to no avail. I'm not getting the correct format within the ()

 

Any help would be greatly appreciated.

SwarnasankhaSwarnasankha

If I am not mistaken then I guess you have also posted a query around achieving the same result but using a URL Hack or rather a custom button.

 

Coming to your query in specific to WF's; if you are using a WF to update the Subject of the Task that meets a specific criteria, why do you feel the need to have a formula field populate the value for the Subject field ?

 

I would suggest the following:

 

  1. Create a WF for Task with a well defined criteria
  2. Add a Field Update with the 'Field to Update' selected as Subject
  3. Under the 'Specify New Field Value' section, select the 2nd option i.e. 'Use a formula to set the new value' and in the type in box that appears, type in "Call - Left Voice Message" with the quotes

 

 

This should be the solution to your problem unless I missed out something critical. Do let me know if it helped.