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Workflow for Lead create related record Case not showing Full Name

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  • Workflow for Lead create related record Case not showing Full Name

    It's not possible to choose Full Name (first name & last name) of the Lead when creating the following workflow.

    Target: Lead
    Action: Create Related Record
    Link: Case
    Field: Name (here, it's not possible to choose the Full Name of the lead)

    Check the screenshot for a better explanation.
    Attached Files
    Last edited by shef; 06-13-2019, 09:12 AM.

  • #2
    Hello,
    please make this:
    1. create a new Varchar type field in the Lead entity (e.g. call it 'hiddenName');
    2. create a formula for the Lead entity
    Code:
     hiddenName = name
    3. recalculate formula for the all Lead's records
    Now you can use the hiddenName in the workflow.

    Comment


    • shef
      shef commented
      Editing a comment
      It's a nice workaround, but it would be perfect if the future updates would allow for this to be available by default. Thank you!
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