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Microsoft Dynamics CRM (Archived)

How to set a value to a field using workflow

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Posted on by 437

Hi friends 

I want to set a zero value to a field A when status of opportunity record set to on -Hold using real time work flow.

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  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    It should be straight forward.

    1) Create a real time workflow.

    2) trigger it on field change "Opportunity Status"

    3) Add a check condition, and check if the status is on hold

    4) Then update the record and set the field value to '0'

    5) Save, activate and test.

    Hope this helps.

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