Unmark a Custom Check Box Field by Default via Workflow

Scenario

User is trying to set the Reserve Time check box to be unmarked by default on the Log Phone Call form

Solution

To set the default value of this checkbox via Workflow, follow the steps below:

1. Navigate to Customization > Workflow > Workflows > New
2. Enter the following details:
   • Name: (Name of the Workflow i.e Set Reserve Time)
   • Record Type: Call
   • Execute As Admin: True
   • Release Status: Released
   • Enable Logging: True
   • Event-Based: True
   • On Create: True
   • On View or Update: True
   • Trigger Type: – All –
3. Click the State, and on the right side of the window, click New Action
4. Select Set Field Value
5. Enter the following details:
   • Trigger On: Entry
   • Field: Reserve Time
   • Static Value: True
   • Checked: False
6. Then Save the Workflow Action