340
Hi All,
How to capture pre and post value of a page using Real Time Workflow. Suppose In Account page there have company name . I want to change the company name and save the previous name in some another field. How i get this using Real Time Workflow.
*This post is locked for comments
Hi Nilanka,
Please refer the link below.
survivingcrm.com/.../time-travel-workflows-accessing-before-after-values
Hi Nilanka
I have just had a play and got the following to work.
I created 2 new fields, Account name temp and Account name old (both single line of text)
I then created the workflow in 2 steps based on create and change of account name
The first section sets Account name old with the value Account name temp
The second sets Account name temp with the value Account name old
I just tested it with an account - first name was Happy street school - second was sad street school (I put all fields visible to make it easier to see)
All works fine and account name old will always be the previous value for the name. Hope this helps you.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (