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Mahatma Vijay
Need help tracking a field
Hi,
So we have an object 'Asset' with one of fields as 'Software version number'. We want to track the software version number in Case Object and created a formula field so whenever a client generates a case the software version number will auto-populate the field. So here's the issue- When the software version changes (In asset object) as the client upgrades their software, this version number we have on Case object is also updating. Is there a way to store the old software version in the Case object even after the information in Asset object's 'software version number' field changes? Can someone help me with this? I'm sorry it's a little confusing. Can I do it using workflows and/or process builder or should I go for hardcoding?
So we have an object 'Asset' with one of fields as 'Software version number'. We want to track the software version number in Case Object and created a formula field so whenever a client generates a case the software version number will auto-populate the field. So here's the issue- When the software version changes (In asset object) as the client upgrades their software, this version number we have on Case object is also updating. Is there a way to store the old software version in the Case object even after the information in Asset object's 'software version number' field changes? Can someone help me with this? I'm sorry it's a little confusing. Can I do it using workflows and/or process builder or should I go for hardcoding?
Yes, Workflow Rule for sure. Here you go:
Click Activate