My org needs a few custom fields on an object. Cancelled By, Voided By, and Paid By. I would like each of these fields (when they are in a workflow and field update so it's automatic) Ti fill in the name of the user who did the paction of paying, cancelling, or voiding. Make sense?
say I go into a record created by John Doe. I move a picklist to "Voided". I need salesforce to fill out the Voided By field with my name. (Not user name).
Is there a way to do this?
Thanks,
Jesse
5 réponses
If I needed to do this I would do the following:
1. Create fields to capture my user name (ie Cancelled By, Voided By, etc).
2. Set up Workflow rules for each scenario with syntax something like:
AND(
ISCHANGED(Picklist__c),
ISPICKVAL(Picklist__c,"Voided"),
ISBLANK(Voided_By__c))
3. Set up a field update action to insert the current users name into the appropriate field. The syntax will be like this: $User.FirstName + " "+ " " +$User.LastName.
Then repeat for the other fields and you should be good to go.
