How to change picklist value depend on textbox values ?
We describe the solution dynamically change picklist value whenever textbox value is edited(without code). You need to create more than one workflow rule for different condition but this solution is helpful to check more than one condition in one process. Process Builder is new feature in salesforce which has user friendly drag and drop approach.
The below example to explain how it is working ?
Step 1: Create the below object and fields in Salesforce.
Object Name: Student
Field Name (Text box): Average Mark
Field Name (Pick list): Grade
Pick list values: Grade A, Grade B, Grade C, Grade D, Fail.
Then we need to check the below condition in one process.
- Average Mark is 91 to 100 the Pick list value is Grade A
- Average Mark is 81 to 90 the Pick list value is Grade B
- Average Mark is 71 to 80 the Pick list value is Grade C
- Average Mark is 61 to 70 the Pick list value is Grade D
- Below 60 is Fail.
Step 2: Please do the below for open Process Builder
Setup -> Create -> Workflow & Approvals -> Process Builder
Step 3: After click ‘Process Builder’ the below picture will show.
Step 4: Click ‘New’ button from above picture, then the following picture will show which contain process information need to be enter.
Step 5: After click ‘Save’ button, the below picture will show. Then click ‘Add object’ and select ‘Student’ object from dropdown list. Select options on right side of the page then click ‘Save’ button from the bottom of the page.
Step 6: click ‘Add Criteria’ and select the right side options in the page. The below rule to be check the Average mark >=91 and <=100. And click ‘Save’ button.
Step 7: After click ‘Add Action’ , then the right side of the options will shown and select ‘Update Records’ .
Then, select picklist field and value you want to update for this condition and click ‘Save’ button.
Step 8: Click ‘Add Criteria’ and keep the above steps again (see Step 6).
Step 9: Click ‘Activate’ on top of the page.
We have developed the feature for change picklist value depend on textbox values in Fieldax&Field Service Management. so kindly let us know if you have any query.
—————————————-All the Best!!!!!!!!!!—————————————–
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