We have a Custom Field created at both the Customer level and the Project level. We need the Project level field to match the value entered in the Customer level field. I have had some success in creating a Workflow Rule at the Customer level that sets the value of the field at the Project level to equal the value of the field at the Customer level. However, the field does not get populated when I create a new Project. It only gets populated if I change the value of the field at the Customer level.
I also tried creating a Scheduled Workflow Rule to run each day, and that also works, but it's not ideal.
Is there some way to force that Customer-level Workflow Rule to run each time I create a new Project?
Thank you!
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You need to check the rule you created and modify it to run at entity creation and modification (at the top of the screen). If that still doesn't work, please try sharing the rule you created with us.
I have the Run Time set to "Every time a record is created or edited." If I select "When a record is created, or when a record is edited and did not previously meet the rule criteria," I have to specify Evaluation Criteria that will trigger the rule when a condition is met, and I'm not sure what I'd be looking for. It doesn't look like I can check to see if the field is null at the Project level, which might be something I could use for that criteria. Here's a screenshot of the rule I created:
Ok, I was able to accomplish this using a variable which is populated with the custom Customer field I need, and then, in turn, the custom Project field is populated with the data from that variable, similar to this:
Now, I'm having trouble getting that same custom field populated at the task/milestone level using the data from the Project level when a Project is created using a Template, but perhaps that is a question for a new post.
