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mstev45mstev45 

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

Message Edited by mstev45 on 05-08-2009 08:36 AM
NPMNPM
Would it work for you to make Name a lookup field to Account and make it a required field?