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Settign Condtions on a workflow RRS feed

  • Question

  • Hi

    I would like a field value to be set to a given value dependent on a number value being under X in another field.  How would I set this up.  I am in the workflow but not sure how sure how to set the if condition?

    Thanks Darren

    Tuesday, September 30, 2014 10:44 AM

All replies

  • HI Darren,

    In a Workflow first you have to define a trigger point.

    then add a step and write your check condition.

    then you can select Update record and update field you want to.

    Please elaborate your question with example.

    Regards,

    Saad

    Tuesday, September 30, 2014 10:52 AM
  • Hi ,

    if i understand you correctly, When workflow runs you need to look for a value of a field , If it matches your condition then you need to set value to other filed.

    Here is the example.

    Start creating a workflow

    Add Check Condition, Here i am showing , If Zip code of account contains data , I am setting Phone through workflow.

    

    Then Select step , Update Record. This is how it looks

    Click on Set Properties And Update phone field.

    You are good to go now.

    Please mark it as answered if you are happy with answer.

    Thanks,


    Sreeni Pavalla

    Wednesday, October 1, 2014 5:05 AM
  • Hi Darren,

    Using Workflow step designer u should be able to do this. If not then use custom workflow. Please let me know if u have any difficulty.

    Thanks,

    Abhishek


    Abhishek

    Thursday, October 2, 2014 7:28 AM