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rinslerrinsler 

Worklfow not working

I've tried using the standard workflows for this problem, but for some reason it doesnt work.

 

So I just make the basic workflow criteria(on Opportunity Products object) like: "Opportunity Product: Quantity not equal to null"  , and add field update action to update field "Status" on Opportunity Products. And then I set the formula for field value as following: "TEXT(Product2.Status__c)", because I want to take the value from field "Status" in Product and transfer its value to field "Status" on Opportunity Products. That doesnt work for some reason, i cant find out why. Any help on that?

 

goabhigogoabhigo

What is the filter criteria? Is it only when created or is it everytime created and edited?

 

BTW, you don't need a custom field Status in Opp Product, and use WF to update it. Why don't you use a formula field of text type, and use it to copy the Status from Product? Note that formula field would be read-only, and you canot use it in roll-up summary field to filter.

 

Does that help?