Friday, February 15, 2019

Using formula for Workflow conditions that are dependent to field values


There are situations where users would like to use a formula when specifying their condition for their Workflow.

On most cases, the conditions being set is to check if the value set on a field is equal, or is not, to a specific value.

When doing so, it is important for the user to remember to add '.id' after the internal ID of the field that they are to check.

For example, if the user would like to check if the Sales Rep that is assigned to a certain Sales Order is that of the Sales Rep with an internal ID of 26, then the formula that is to be set on the condition is as follows:

{salesrep.id}='26' 


Note that the format would be {<field's internal ID>.id}='<value>'.

This article applies both for standard and custom fields.

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