How to create a workflow that updates a field on a form's header?

(0) Share

Report

Posted on by Teach Me

Hi,

I would like to create a workflow that updates the Account Form. The field in question is placed at the header of the form. When I add the workflow step update Account it displays the whole form except the header so I cannot add the field.

Any suggestion would be appreciated.

Thanks

Categories:

Customization / Solutions / SDK and API

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

RaviKashyap 55,410 Moderator on at

Like (1)

Report

Hi,

The workflow step displays the form fields at the top but down under the tab name "Additional Fields", it displays all the fields (including teh ones which are on header.

Refer screenshot-

Hope this helps.

Was this reply helpful? Yes No
Teach Me 85 on at

Like (0)

Report

That's perfect! Thank you! :-)

Was this reply helpful? Yes No
RaviKashyap 55,410 Moderator on at

Like (0)

Report

If this answer your question, please mark it as helpful/ verified and close the thread.

Was this reply helpful? Yes No