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

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

 

Beginner Asked on December 3, 2019 in SuiteFlow.
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2 Answer(s)

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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Easy to do… however you need your trigger to be a little more complex since the status on the record can change at any time…..

  • Event Definition section
    • On create  – checked
    • On view or update – checked
  • Trigger On
    • After record submit (this way it will wait until you have created/edited/changed the status of the record to make your change)
  • Event Types – All

 

Your conditional statement might be off but let me know if that helps.  If it doesn’t work ping me and I will help you get it set.

 

thanks

Intermediate Answered on December 4, 2019.
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