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?
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.
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
