Workflow that autopopulates fields when checkbox is checked

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So, I have a form with these fields in it:

The left-most field is a two-option type field formatted as a checkbox, the middle field is a datetime field, and the right-most field is a lookup type on the user entity.

I've been trying to create a workflow that, when the user checks the box, it autopopulates the middle field with the current date and the right-most field with the user who checked the box.

The workflow is shown below. It is designed to trigger when a new project entity record is created or when the checkbox field is changed.

If the value of the checkbox is yes, I update the workflow with the following properties. I use the "execution time" of the process to get the current date, and I use "modified by" to get who changed the record:

Otherwise, if the value of the checkbox is no AND either of the two fields contain data, I clear the fields:

However, if I try to create a new project and check the box, nothing happens:

The fields should autopopulate as soon as I check the box, but it doesn't. Can anyone help me figure out why this is the case?

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Customization / Solutions / SDK and API

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RaviKashyap 55,410 Moderator on at

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RE: Workflow that autopopulates fields when checkbox is checked

Hi,

Agree with Wouter's suggestsion. You need to save the record in order to trigger the workflow i.e. workflow is triggered only when you click save.
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Wouter Madou 3,392 on at

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RE: Workflow that autopopulates fields when checkbox is checked

In your wf you say that it needs to run after a change.

This means that you first need to make the change and save the record.
Without saving it it will not be known as a change.
So after saving your record you will see the values of your workflow.

You can change it to before, but it will still only fill in 'milliseconds' before the actual save action.

If you want immediate results you will need to run code on your form.