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Suggested answer

Use workflow to fill in field in all existing and newly created account records

Posted on by 15

Hi all,

I have customer who wants a certain text field to be filled in by default with the same value.

Would a workflow be the best method to fill in a field for existing AND  newly created records? 

Or would another method be more suitable?

Thanks in advance for your help

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  • Suggested answer
    RE: Use workflow to fill in field in all existing and newly created account records

    Hello,

    Based on exposed scenario, workflow would be the best option here due number of available triggers. A business rule could be an option too if you use something similar likes the following sample:

    IF
    Account Name contains data
    THEN
    Set Address 1 to "700 Michigan Ave"

    pastedimage1617290104099v1.png

    Please, reach this article for more details about Business Rule: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-rules-recommendations-apply-logic-form

    Thanks,

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