I've a picklist feild which value was updating by an workflow rule. now as requirement changes they want to make it as multi select picklist
in the field update workflow action the feild name is not populating
is there any way to update a multi selct picklist field using workflow rule.
[SalesForce] update multi select picklist using workflow rule
Related Solutions
So I have found a workaround...with help from Salesforce:
- Under "Data Management" -> "Picklist Settings" enable the sole setting of "Disable editing picklist values' API names"
- Go to your picklist field and delete the entry
- Add the value back into the picklist
By default the API Name is an exact copy of the Value, it includes spaces, special characters etc.
By enabling the first setting I can avoid encountering this problem by stopping the developers playing with the API names...
Using the Flow Builder, you can create a record-triggered Flow to do this for you.
- Create a record-triggered Flow to run when record created or updated, before save.
- Choose your object.
- Add a condition to match the business need "dynamically based on another field" i.e now pick whatever field you are looking to check before determining what the subsequent picklist value will be.
- Create a Decision block with the number of outcomes that match the conditions to match the field from step 3 to the picklist values.
- Create any number of Assignment blocks to link each outcome to their respective picklist value.
Below is an example where I check a Boolean value in my Decision block and then based on true/false, two assignment blocks will mark the record picklist field as active or not.
Using the Process Builder, you can define a Process that will also do this for you and offers more complexity if ever needed.
- Choose Object and Specify When to Start the Process
- Create a criteria and action for each action group i.e if field A is XXX value, set picklist to YYY
- Each immediate action is expected to be an "update record" action where you assign the picklist value
- Note, in you action you should choose "Select the Account record that started your process"
Below is an example where I again check a Boolean value in my two criteria blocks and then based on true/false, two immediate action blocks will mark the record picklist field as active or not.
Best Answer
https://success.salesforce.com/answers?id=90630000000CijDAAS
this functionality isn't available with workflows. You can't update a mult-select picklist through a field update. For this, you will need to utilize an apex trigger.
Starting from the Spring'15 you can update Multi-Select Picklists using Process Builder
http://releasenotes.docs.salesforce.com/en-us/spring15/release-notes/rn_forcecom_process_ui_updates.htm#multi-select
Use Multi-Select Picklist Fields
Previously, you couldn't select multiple values for any fields. Now you can do so for fields that accept more than one value. For example, if an action creates a record and the record has a multi-select field, you can select multiple values for the multi-select field.
Multi-Select Picklists in the Process Builder
For example, set multiple values for the Country field for a company record that operates in Ireland, the UK, and France.
You can use multi-select picklists in:
In process criteria, set multiple values by creating one condition for each individual multi-select picklist value. For example, if your process checks whether changes were made to an account’s office locations, reference multiple values by choosing the same field for each multi-select picklist value.
Refer to Tips for Working with Picklist and Multi-Select Picklist Formula Fields for more information. When you reference a multi-select picklist field in an action, enter values by clicking Choose values… Add or remove values by dragging them between the Available (1) and Selected (2) columns.
Keep these considerations in mind when using operators with multi-select picklists.
Source: - Multi-Select Picklists in the Process Builder