Source Multi-Select Field Values to a Field in the Custom Record Using a Workflow

Create a Workflow that would set the field value of a Multi-Select field to another Multi-Select field.

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:

• Name: Enter Multi-Select Sourcing
• Record Type: Select preferred Record
• Execute As Admin: Enter Checkmark
• Release Status: Select Released
• Initiation: Select Event Based

1. Event Definition:

• On Create: Enter Checkmark
• Trigger Type: Select -All-

1. Click Save
2. Click State 1
3. Bottom right corner: Click New Action
4. Click Set Field Value
5. Basic Information:

• Trigger On: Select After Field Edit
• Event Types: Select Create
• Triggering Client Fields: Select Customer

1. Parameters:

• Field: Select Custom Multi-Select field 

1. Value:

• From Field: Enter Checkmark
• Record (Join Field): Select Customer
• Field: Select Multi-Select Source Field

1. Click Save