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Workflow to update record based on condition

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Posted on by Praveen Kumar Ellappa

160

Hi All,

Below is our business case.

In Contact form, when the "Address type" field has value "Work", then the Address related field should be auto populated from the related Account form. If the Address type is not Work, then reset the Address related fields to empty.

I got the first step through the workflow, however, if the Address type has been changed to anything other than Work, still the address information are there and not reset.

How to achieve this in workflow?

Thanks,

Praveen.

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Praveen Kumar Ellappa 160 on at

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RE: Workflow to update record based on condition

Sure. Thanks.

I did everything, but messed the order while adding steps. I corrected it and works now.
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Martyna 470 on at

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RE: Workflow to update record based on condition

if you set the trigger on field change - Address Type and then set a condition if Address Type does not equal Work then clear all values, you should be able to achieve this with Business Rules as well as Real time workflow
Praveen Kumar Ellappa 160 on at

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RE: Workflow to update record based on condition

I got it worked now.

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