Workflow Field Updates
- A Workflow Field Update MUST Start with
FU, followed by a number corresponding to the number of field updates on the triggering Object.
- A Workflow Field Update SHOULD contain the Object name, or an abbreviation thereof, in the Field Update Name.1
- A Workflow Field Update MUST be named after the field that it updates, and then the values it sets, in the most concise manner possible.
- The Description of a Workflow Field Update SHOULD give precise information on what the field is set to.
|Contact||FU01_SetEmailOptOut||Sets the Email Opt Out checkbox to TRUE.|
|Invoice||FU02_SetFinalBillingStreet||Calculates the billing street based on if the client is billed alone, via an Agency, or via a mother company. Part of three updates that handle this address.|
|Contact||FU03_CalculateFinalAmount||Uses current Tax settings and information to set the final amount|
1 While Field Updates are segregated by Object when viewed through an IDE or through code, the UI offers no such ease of use. If this is not done, a consultant WOULD PROBABLY create list views for field updates per Object.