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What are the advantages of setting fields via Workflow vs Calculated Formula Fields & Search fields?

edited Jun 2, 2025 2:31PM in Ask A Guru 9 comments

Hi all,

I would like to set a custom checkbox to checked if certain criteria are met. Example if an item has more than 100 on hand then check the box.

CASE WHEN {quantityonhand} >100 THEN 'T' ELSE 'F' END

I could not find a way to do this with a custom field and my attempts at a workflow are not working.

What is the easiest/best way to do this?

Also, is there an article or resource on all the possibilities and use cases of different types of calculated fields?

I don't understand the advantage of a workflow vs a calculated formula field vs a saved search field.

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