3948811 Newbie

The visual builder doesn't seem to work when you have the user role selected

I've had trouble connecting a created record to the creating record. The method that would appear to work when you are defining the action, and choosing the field etc, doesn't I had to create a workflow field, update that with the ID of the created record, then update the creating record field (scheduled), with that stored…

Thanks so much for the response.

Actually I should clarify I can get my little text field to update, upon entry to a state, including with a To_Char formula. But only if I use a button to transition the record from one state to another. If I use a condition aftersubmit to transition the state. It doesn't update upon entry to the other state. If I try and…

I am having the same issue with this. I've been trying nine ways to Sunday but I can't get my custom fields to update with any kind of text value Specifically, I've been trying to get a time of day field to update with "current time +2 hours" and no matter what it throws an error, it doesn't matter if I use a formula, or…

Hmmm. So you can't update a field unless there is user intervention and they submit the record? That's very limiting for the moment.

There are many things that can trigger a workflow to take an action or evaluate whether it needs to take a transition. Depending on how you have configured your workflow; any one of these things could potentially trigger it to take action or move to another state: [LIST] [*]record being loaded into your browser [*]record…