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CRMandresGCRMandresG 

simple workflow formula assistance

I am trying to mark a check box (Rank) to be true when a certain custom field (Question_ID = "abc"). 

 

What I am trying to accomplish is creating a formula workflow to say, When question_ID equals "abc" for example then make Rank check box true. 

 

Question_ID data type: Number 

Rank data type: Checkbox

Best Answer chosen by Admin (Salesforce Developers) 
SteveMo__cSteveMo__c

Okay that one should be pretty simple, all you need is something like this.

 

Workflow Rule

FieldUpdate WFR1

 

 

Workflow Rule Detail

 
Rule NameFieldUpdate WFR1ObjectTest
Active Evaluation CriteriaWhen a record is created, or when a record is edited and did not previously meet the rule criteria
DescriptionUpdate Field
Rule CriteriaText_1__c = "ABC"
Created BySteve Molis, 12/21/2011 10:13 AMModified BySteve Molis, 12/21/2011 10:14 AM

 

Workflow Actions

 

Immediate Workflow Actions

TypeDescription
Field UpdateUpdate Field

 

Field Update

Update Field

 

 

Field Update Detail

 
NameUpdate Field  
Unique NameUpdate_Field  
DescriptionUpdate Field
ObjectTest  
Field to UpdateTest: Checkbox 1
Field Data TypeCheckbox
New Field ValueTrue
  

Rules Using This Field Update

 Rules Using This Field Update Help
Action Rule NameDescriptionObjectActive
Edit | Del | Deactivate FieldUpdate WFR1Update FieldTest 

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