Workflow Help Needed - Conflict w/ When New Record Saved Workflow, Default Value and Record Copy
Dear Community,
I'm having an issue with a conflict between a default-value, a workflow and copying an opportunity-record...
The Background:
We have a process whereby the Opportunity Name is auto-populated/updated with a concatenated value of:
[<AccountName>] + ' - ' + ToChar([<CloseDate>],'MMM') + ' ' + ToChar([<CloseDate>],'YYYY')
This is managed in 3 different areas: (the examples below assume the Account is "ABC, Inc.", and the Opportunity-record is being created on July 1st, 2013):
I'm having an issue with a conflict between a default-value, a workflow and copying an opportunity-record...
The Background:
We have a process whereby the Opportunity Name is auto-populated/updated with a concatenated value of:
[<AccountName>] + ' - ' + ToChar([<CloseDate>],'MMM') + ' ' + ToChar([<CloseDate>],'YYYY')
This is managed in 3 different areas: (the examples below assume the Account is "ABC, Inc.", and the Opportunity-record is being created on July 1st, 2013):
- A Default-Value (Non Post-Default) @ Opportunity Name:
- This is done so that when a new record is first created (prior to the intial-save, the opportunity name is pre-populated for the user)
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