RE: Workflow check a box if client’s status contains Awarded

Hi all,

I would like a custom field checkbox to be checked on an Opportunity record upon create if the Client’s status contains “Awarded”.

Can you help me figure this out with a workflow?

Workflow check a box if client's status contains Awarded

RE: Workflow check a box if client's status contains Awarded

Workflow check a box if client's status contains Awarded

Workflow check a box if client's status contains Awarded

 

Des Beginner Asked on December 3, 2019 in SuiteFlow.
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2 Answers

Have you tried After Field Sourcing instead of After Field Edit as Action Trigger? I would consider setting workflow trigger to After Record Submit or All.

Rookie Answered on December 4, 2019.
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