I wanted to create a workflow that would update a custom field to populate “meeting” every time a new event was created.

Question

I wanted to create a workflow that would update a custom field to populate “meeting” every time a new event was created. We only use “events” to represent meetings and it would be beneficial to have all events only represented as meetings.

The workflow is not working and I do not know how to have it retroactively update these fields either…

Naman Bawa · Accepted Answer

I think you are overkilling it. Just go to the event record type if you don't have one create one and assign the default value for every record to Type = Meeting. Remove all the other options from picklist as well.   This should be sufficient.

Rawson Gulick · Answer

You are right. I was defintiely over thinking it!    Thank you. I did not realize it was that easy.

I wanted to create a workflow that would update a custom field to populate “meeting” every time a new event was created.

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