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Defaulting "Name" field
Hi,
I'm trying to create a simple workflow that defaults the Name field of a custom record. THe process is this:
1. Default the Name field to "To be created" on entry (this part works)
2. When the record saves change it to the combination of two fields (address and city e.g. 1234 Please Work Ave, Help City)
I've created the workflow as follows:
1. Workflow created - Event Based on Create; Trigger Type -All-
2. Create State - Set Field Value; Before User Edit (this works)
3. Create State - Set Field Value; Before Record Submit; Function (Name={custrecord_address_1} || ', ' || {custrecord_city})
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