Update a Field with the Value of Another Field

Update a Field with the Value of Another Field

Overview

This article explains how to use the Workflow Enhancement Suite (WES) to populate fields based on data in another field on the same record.
Without WES, this solution would require custom deluge code to perform.

Video



Instructions

Setup the Workflow

Of course, to transfer data from one field to another field in the same module, the workflow needs to be built on that module.
The trigger of your workflow should be on edit of all origin fields (e.g. if I want to populate Field Y based on Field X, the trigger should be on edit of Field X).
In an existing or a new workflow, access the "Custom Action" menu, which is the last action in the workflow editor. The menu will open, and select the "Advanced Field Update (bludata)" action.

Note: This is available as both an Instant Action and Scheduled Action. If you are running into difficulties selecting this option in a Scheduled Action, please save and re-open the workflow.

Select and Configure the Appropriate Data Flow

Once selected, you will be presented with 2 options. Select the "Update Fields in My CRM". After this, select the Current Record, which will be first on list on the next page. Finally, you can configure your data mapping:
  1. Select the Destination Field: On the left, select the field that needs to be updated from another field
  2. Configure the Mapping: Select "based on another field" as your operator, then choose the value that should update the destination field. Note: you can do both values on the current record as well as any lookup record.
You can add as many field updates that you require in a single data flow.
Once complete, hit "Save", provide a name that is appropriate (for future reference), and hit "Save and Associate".

Trigger the Data Flow and Track Results

When the workflow is triggered and the conditions are satisfied, the data flow will run.
To audit this data flow, you can view the Timeline of the affected record, or access the "WES Logs" to see if the data flow was a success or failure.