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Topics#Customer ServiceQuestion de Otis Negel Bentick
Otis Negel Bentick (National Board Of Medical Examiners) a posé une question dans #Customer Service
10 févr. 2020, 00:05

Formula field on the Case Object that gets updated based on the values of other fields

I would like to create a formula field on the case object. The field is called "Closed By" This field should look at the case owner and the date/time closed field and then update the field with case owner when the case is closed. 

 

I am greatful for any help with this. 
1 réponse
  1. Anel Malabanan (Cloud Orca)
    10 févr. 2020, 00:29
    Hi Negel,

     

    You need to create a Text field for ClosedBy then you need to create a Workflow or Process Builder to update ClosedBy field whenever the record is modified.

     

    Object

     

    Case

     

    when a record is created or edited

     

    Criteria

     

    Formula evaluates to true

    AND(
    ISPICKVAL([Case].Status, "Closed"),
    ISCHANGED([Case].Status)
    )

     

    Action

     

    Update Record

     

    Select the Case record that started your process

     

    Type: Formula

    [Case].Owner:User.FirstName &" "& [Case].Owner:User.LastName&" "&[Case].LastModifiedDate

     

    Hope it helps!
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