The Basics
Populate Fields Based on Data in a Lookup Record
Overview This article explains how to use the Workflow Enhancement Suite (WES) to populate fields based on data in a Lookup record. Without WES, this solution would require custom deluge code to perform. Video Instructions Setup the Workflow To ...
Map Data to Lookup Record from a Current Record
Overview This article explains how to use the Workflow Enhancement Suite (WES) to map data from a related record to a lookup record. Without WES, this solution would require custom deluge code to perform. Video Instructions Setup the Workflow To ...
Roll Up Related List Field to Lookup Record
Overview This article explains how to use the Workflow Enhancement Suite (WES) to roll-up (i.e. aggregate) related list data to a lookup record. Without WES, this solution would require custom deluge code to perform. Video Instructions Setup the ...
Update Data on all Related Records
Overview This article explains how to use the Workflow Enhancement Suite (WES) to update data on all related records from the parent record. Without WES, this solution would require custom deluge code to perform. Video Instructions Access the ...
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 ...
Update Field on Current Record with Merge Tags
Overview This article explains how to use the Workflow Enhancement Suite (WES) to perform a field update that triggers an update. Without WES, field updates are possible, but they do not trigger other workflows. This makes dependent workflows ...