Hello,
I am working on a work flow rule to autofill from another field.
I need the amount field to be populated with data from the annualized projected profit field.
When I created the workflow I used the rule criteria formula evaluates to be true and used the following formula ISBLANK( Amount ). However, when I go to save the record nothing populates in the amount filed. Should I be using a different formula? I have attached a snippet of the rule criteria.
Hi Bella,
What is the evaluation criteria? Is it "When created and every time it is updated"? If not, this test won't work.
If it's on creation only, well, it would only trigger when a record is created
If it's the 3rd option, you would first need to populate the amount field, save, then delete the amoutn and save again for the rule to trigger (as it only triggers when the rule condition is true and it wasn't just after).
Having said all that, workflow rules will be deprecated soon, it would be better to create a record-triggered flow
