Help on workflow for creating related record

[camille]

Hi,

I’m building a workflow that creates a new ‘Account Value’ when an account is moved to a status of ‘Cancelled’. The Account Value is an entity related to the account.

The Account has a field called ARR (Annual Recurring Revenue) that sums all of the Account Values that have a type equal to recurring (it’s populated through a workflow). The value of the new cancelled Account Value should be the negative value of the ARR (-ARR).

The current workflow I have is working in that when an account’s status is moved to cancelled, a new Account Value is created. The problem is that the Value is blank - it is not populating the value with negative ARR.

Any suggestions on how to fix this or why this might be happening? Thanks so much in advance!

[victor]

I created a similar worflow, which creates an opportunity when the account's description changes.
From the arr field with the Currency type, the negative value is perfectly transferred to the amount field of the created opportunity (screenshots 1, 2 and 3).

Maybe you should send screenshots of your workflow and say what field types are used for your arr field in the Account entity and for the arr field in the Account Transaction entity.

[camille]

Hey victor, thanks for your response! I've attached screenshots of the current workflow.

Both the ARR field in the Account entity and the Value field in the Account Value entity are currency fields.

[victor]

Try adding ";" to your Actions formula. Works great for me:

[camille]

victor That worked, thanks so much!