+ Start a Discussion
BretzBretz 

Using Workflow to Update Custom Case Field If Check Box is Not Check, Else Let Rep Type in Field

I am trying to add a field update to a workflow that will copy data from one field if the check box is Not checked. 

 

If Different Out Product field is Not checked, then update Part Numbers with data from Outgoing Product. If box is checked let rep enter data into Part Numbers field.

 

Any suggestions?

 

Thanks

Bex

Best Answer chosen by Admin (Salesforce Developers) 
TrimbleAgTrimbleAg

So if the box is not checked you want field A to update field B.

 

A workflow can do this with a field update, for the field update, select formula and then type in the custom fields API name A__c.

 

PB

All Answers

TrimbleAgTrimbleAg

So if the box is not checked you want field A to update field B.

 

A workflow can do this with a field update, for the field update, select formula and then type in the custom fields API name A__c.

 

PB

This was selected as the best answer
BretzBretz

Thank you. I was making it way more difficult than it needed to be. Over thinking it.

 

thanks