Workflow Actions

Let me apologize now for the extended duration between this post and my last, Dreamforce took over my life the last two weeks. That being said it was great to meet all my clients face-to-face and I even signed on to do a few non-profit projects in my free time. I correlate this success to finally having some nice K2 Partnering business cards.

Our last course of action for the object is to add Workflow Actions, which is a fairly simple process. Click ‘Add Workflow Action’ and select ‘New Field Update’. We want to make the name ‘Mark Payment Past Due’ and change the field from update to ‘Status’. Finally we need to change the Picklist Options to ‘Past Due’ and hit ‘Save’.

There is one last important thing we need to cover before we can finally say we are done. An immediate action needs to take place that marks a payment as past due if an employee creates an invoice with the effective date in the past. Begin by again clicking ‘Add Workflow Action’ and then ‘Select Existing Action’. Finally change the choose action type drop-down to ‘Field Update’; then go to the Selected Actions list an add the ‘Mark Payment Past Due’ action. Click ‘Save’ and then ‘Done’.  

Finally it is very important that you click the ‘Activate’ link next to the newly created workflow rule, or it will remain dormant and all this work would have gone to waste. Pat yourself on the back…the application is complete. This is just like winning a gold medal at the Olympics.

We will wrap everything up in the next post.