‘Current Record’ value is not appearing in Selection list of the Set Field Value action on the Workflow

Problem Statement: We have encountered an issue during the workflow development where the ‘Current Record’ value is not appearing as expected in the Selection list of the Set Field Value action on the Workflow. This seems to be due to the large volume of transactions in the account, which causes the field values to buffer… Continue reading ‘Current Record’ value is not appearing in Selection list of the Set Field Value action on the Workflow

Set Field Value Action Guidelines

Use the following guidelines when working with the Set Field Value action. You cannot use a Before Record Load trigger to set field values for existing records. This limitation applies to the Set Field Value and Go To Record actions. Use a custom action to update fields on an existing record. The value you specify… Continue reading Set Field Value Action Guidelines