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Use drop down field value to become the name of the record when saved

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Posted on by 2,611

Hello,

I am working with a form and on this form there is a primary key of "name" and it is a text box. This field when filled in becomes the actual name of the record. Now I am tasked with creating a new field, lets call it "field A" and it will be a drop down field. The field value of this drop down field now needs to become the actual name of the record, can this be done? If so how?

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    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Use drop down field value to become the name of the record when saved

    Hi USA80,

    You can create one real-time workflow to copy drop down field value to the name field.

    1.Go Settings > Process:

    pastedimage1657165654030v2.png

    2.Set workflow:

    pastedimage1657164659168v2.png

    3.Add steps--update record--set properties

    pastedimage1657164234282v1.png

    4.Save and active it.

    5.Test result:

    pastedimage1657165611201v1.png

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