Wednesday, November 28, 2018

Use Formula Case Statement to Set a Value of Location using Workflow

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To set a value of Location using Workflow via a formula case statement, see steps below:

1. Using Set Field Value Workflow Action, on the Formula section make use of the sample below:

CASE {memo} WHEN 'TEST' THEN 1 WHEN 'TEST2' THEN 2 ELSE 3 END

2. For the above, on the THEN section place the internal id of the location you want to set depending on a field value (For the example above, it is depending on the value of the memo field).

3. Using Formula to specify conditional statements that would determine what value to set would be much ideal since user will not be required to have two Set Field Value Action (With conditions), just to have the workflow set the value.

 

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