Hi Just a short question regarding workflow. We use it fairly extensively but in all cases the actions are based on conditions in different fields. We have a situation whereby a team member uploaded some new accounts and incorporated the ‘Limited’ or LTD or plc suffix into the company names where…

Just to conclude this. As per suggestion, I did the updates using Workflow and calculated fields, which worked really well. I did it for one record initially (a simple condition to select a specific account name) and then ran ‘on save’ just to be safe and to allow an easy check. Worked fine, so I …

Workflow to Update a single field - Possible?

💬 General Discussion

rsp 18 January 2024 18:29 4

It is similar to my request.

I have two columns for it and both fields are in two different tabs.