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mstev45 Formula to check if Name field contains Account Name
We use a standard naming protocol when naming records on a standard object, i.e. Account Name - Date
I am trying to create a workflow, so that when a user creates a new custom object record and doesnt put the account name into the custom object Name field then a workflow is triggered. I want the workflow to update the name field to include the account name field + a date field + whatever was saved in the date field.
So the workflow would trigger if the 'Name' field does not contain 'Account' field, but i am struggling to put this into formula terms.
Am i going about this the correct way, or should i be using a trigger for this?
Any help would be great.
Matt
NPMWould it work for you to make Name a lookup field to Account and make it a required field?