Apex Code Development You need to sign in to do that
Don't have an account?
Yashasvi Can you please help me with a Field Update Action?
Hi,
I'm trying to update a Text Field (Address__c) in a Custom Object (Qualification__c) with BillingAddress in its lookup Account Field (Company__c). For this I have created a formula field (Billing_Address__c) in Account object which pulls the data from BillingAddress.
Then, I have created a workflow rule on Qualification__c object.
Rule Criteria = " Qualification: Address EQUALS null ", and
Evaluation Criteria = "Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria".
A Field Update Action associated with the Rule is as below:
Field to Update = Qualification: Address
Field Data type = Text
Formula Value = " Company__r.Billing_Address__c ".
For testing, I have created a Qualification record with Address__c leaving empty, but the field is not being updated with Billing_Address__c as stated. I request you to help me with this.
I'm trying to update a Text Field (Address__c) in a Custom Object (Qualification__c) with BillingAddress in its lookup Account Field (Company__c). For this I have created a formula field (Billing_Address__c) in Account object which pulls the data from BillingAddress.
Then, I have created a workflow rule on Qualification__c object.
Rule Criteria = " Qualification: Address EQUALS null ", and
Evaluation Criteria = "Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria".
A Field Update Action associated with the Rule is as below:
Field to Update = Qualification: Address
Field Data type = Text
Formula Value = " Company__r.Billing_Address__c ".
For testing, I have created a Qualification record with Address__c leaving empty, but the field is not being updated with Billing_Address__c as stated. I request you to help me with this.
Hi Yashasvi,
Please check these.
(i)
Check if the data type ( field length etc ) are supportive to stamp value of address from Company__r.Billing_Address__c to Address
Check if Address has different data type ? or this is longer than Company__r.Billing_Address__c in length
(ii)
I created a WF rule to test and works fine now me. Just to check. Can you select the option 2 of the evaluation criteria
and change the existing record and see is this works ? If this works try with option 1 if that works that means criteria
of 3 is having issues. Check syntax.
Evaluation Criteria: Evaluate the rule when a record is:
1.) created
2.) created, and every time it’s edited
3.) created, and any time it’s edited to subsequently meet criteria
(iii) In the log file please check the value of this 'WF_RULE_NOT_EVALUATED'
if this exists that means criteria is not met.
If this helps in resolving this issue then please mark this answer as solution.
Thanks
Amit
All Answers
Hi Yashasvi,
Please check these.
(i)
Check if the data type ( field length etc ) are supportive to stamp value of address from Company__r.Billing_Address__c to Address
Check if Address has different data type ? or this is longer than Company__r.Billing_Address__c in length
(ii)
I created a WF rule to test and works fine now me. Just to check. Can you select the option 2 of the evaluation criteria
and change the existing record and see is this works ? If this works try with option 1 if that works that means criteria
of 3 is having issues. Check syntax.
Evaluation Criteria: Evaluate the rule when a record is:
1.) created
2.) created, and every time it’s edited
3.) created, and any time it’s edited to subsequently meet criteria
(iii) In the log file please check the value of this 'WF_RULE_NOT_EVALUATED'
if this exists that means criteria is not met.
If this helps in resolving this issue then please mark this answer as solution.
Thanks
Amit
I appreciate your time to look into my issue. As per the checklist you've mentioned,
(i) Address__c data type is Text (255), and the Billing_Address__c formula return type is also Text. So, this shouldn't be a problem.
(ii) None of the evaluation criteria is working in my case which is odd.
(iii) Debug Log shows "Success", but still can't get the field updated.
Thanks again.
Hi Yashasvi,
There is a button 'Activate' on workflow rule. Can you please make sure it is activated. There is a check box 'Active'
If this helps in resolving this issue then please mark this answer as solution.
Thanks
Amit
I just checked the debug log, it says workflow rule not evaluated. Can you please say what might be the reson for that?
Log details are as follows:
EXECUTION_STARTED
CODE_UNIT_STARTED|[EXTERNAL]|Workflow:01IM0000000DvT4
WF_RULE_EVAL_BEGIN|Workflow
WF_CRITERIA_BEGIN|[Qualification: Test Address-1 a00M0000004knko]|Address Update|01QM00000009b71|ON_CREATE_OR_TRIGGERING_UPDATE|0
WF_RULE_NOT_EVALUATED
WF_SPOOL_ACTION_BEGIN|Workflow
WF_ACTION| None
I have tested changing the rule such that the criteria evaluates to false. It works fine. But, when I make the criteria evaluating to true, Log says workflow rule not evaluated.
Please help me.
Thanks much.
I changed the rule to " NOT( ISBLANK(Company__r.Billing_Address__c) ) " and Evaluation Criteria to " Every time a record is created, and every time it’s edited. " And it worked.
It was an issue with the rule evauation.
Thank you for your help so far.