Skip to main content
Topics#Data ManagementPergunta de Minky Hyun
Minky Hyun perguntou em #Data Management
3 de abr. de 2018, 20:57

How to use Hierarchy Custom Settings without the hierarchy in a workflow rule's field update

I'm trying to use Custom Settings in a field update of a workflow rule.  I understand you can only use Hierarchy Custom Settings, not List Custom Settings because only the former is visible and can be referenced.  The only problem is that it is tied to a hierarchy like Profile or User and cannot be used agnostic of this hierarchy.  What other solutions do I have?  

 

What I'm trying to do is to be able to reference certain global values that are dependent on value on the Account record in a field update formula.  Does anyone have any other suggestions or solutions?  

 

 
2 respostas
  1. Minky Hyun
    18 de abr. de 2018, 20:40
    Thanks for the prompt response, and I'm sorry it took so long to respond.  Your suggestion unfortunately won't work because I need many different values at the organization level.  Let's say I have specific set of values I'd like to assign to a type of company.  I'd like to save something like below list in the Hierarchy Custom Settings:

     

    Type of company     Value

     

    Retailer                    1

     

    Services org             2

     

    Manufacturer            3

     

    Each account will have a picklist field called "Type of company" and tagged appropriately based on the type of company.  I'd like the formual to read if the type matches, update the field with the value, e.g. if the specific Account is tagged as "Retailer", the formula will update the field with 1.  

     

    Your approach works with saving just one value but not multiple values, which is where I had to use different types of profiles.  Do you have any other suggestions?
Escrever uma resposta...
0/9000