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Topics#Data ManagementChris Uttley's Question
Chris Uttley (Casesys) asked in #Data Management
Jul 12, 2018, 9:01 PM

Order of operations? Managed Package Clone button and Workflow Rule

We have a custom object in a managed package. Its visualforce page has a Clone button on it, so we can clone a record.

 

I have built a workflow rule that sets a custom field value to DRAFT. The workflow is triggered on a create of a new record only, and is always TRUE (formula = TRUE).

 

However, if I clone an existing record, which has a value of APPROVED in the custom field, the clone ends up with a value of APPROVED in the custom field, rather than DRAFT.

 

Its almost like the workflow is not working (it is active for sure), or its a sequence of operations thing.

 

Any thoughts as to the problem and a soluition?
2 answers
  1. Sunil Sarilla (M&G Investments)
    Jul 12, 2018, 9:11 PM
    Hi Chris,

     

    you could try changing the workflow criteria formula to the below

    OR(
    ISNEW(),
    ISCLONE()
    )

     

     
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