Formula to check a box when the Account name changes from "Training Site" to any other Account name.

Formula to check a box when the Account name changes from "Training Site" to any other Account name.

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  • Hi Juliana,

    In the Business Process Manager, you can set the Start for Account Name "changes from" a given value then move to the action you want to take in the process.  I have one set for "Account Name changes" without specifying any value that it's changing from and it alerts me as the Admin to take a look at it.

    You could have the next step in the process change the checkbox value to "true"...

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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  • Hi Juliana,

    In the Business Process Manager, you can set the Start for Account Name "changes from" a given value then move to the action you want to take in the process.  I have one set for "Account Name changes" without specifying any value that it's changing from and it alerts me as the Admin to take a look at it.

    You could have the next step in the process change the checkbox value to "true"...

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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