Workflow dynamic record name

Hello

I wanna create workflow which will create a new record but how can I set a dynamic record name?
I mean record name and fields name too
Is anybody knows how I can set it like ${value field1} + ${values field2}
right now I can set only static value or field but can match more than 2 fields?
For example, If I wanna my new created named first name + last name + Instagram field?

Please see attachment


@suitecrm_developer @pgr
sorry for disturb maybe you have been ever faced the same case

Try using Calculated Fields

I suppose you’ll have to create first (one action) , then set the calculated field name (second action)

@pgr

Thanks for reply

Right, it’s helping me
But can I ask?
I can did it by do smt screenshot below:

  1. I created Formula for my “Job title” (I don’t use it)
  2. Just use it unused “Job title” field

All works well
but is it a good way? is any way to directly calculate more 2 field?

If it works, it’s a good way… :slight_smile: the options are the ones you find there in the UI, I don’t think you can change more than one field at once.

I made my own add-on for extra Calculated Fields power: PowerFields. It works from different places, not just from Workflows.

thanks,

I got the answer for my questions
Thanks for the reference, I’ll look at

@pgr

I set workflow for trigger when I converting lead
I set conditions “if Lead status = converted”

All works well BUT if I try to delete my converted contact than workflow will start again
Maybe you know why workflow looking at other modules? If I chosen leads

If I uncheck “Repeated Runs” than it will be starting only one time but I wanna just starting workflow every time I converting lead

In the conditions, you can test if a field was changed. In type use any change

You can also do your own fine-tuned “repeated runs” control. Just use a custom field (or any other unused field) to store a value indicating that the Workflow has already run on this record, and then check that in the conditions.