Hello All. So Im pretty decent with workflows as I have alot of experience from my past CRM system (Vtiger). Im jumping into the WF today and can't seem to get past this. I have a field called "Meta Description" which I need to autogenerate the data upon save/update. So here is my forumula:
FINANCING AVAILABLE!!! Order your [[NAME FIELD]] made in the here by [[BRAND NAME FIELD]] for as little as [[LIST PRICE FIELD]].
I have tried the following format for "placeholders"
{NAME}
'{NAME}'
{$NAME}
I can't get this to fill with the data from the record tho. Its updating the Meta Description field but just not merging field information. Any suggestions? Screenshot here: https://prnt.sc/qwt0e8
FINANCING AVAILABLE!!! Order your [[NAME FIELD]] made in the here by [[BRAND NAME FIELD]] for as little as [[LIST PRICE FIELD]].
I have tried the following format for "placeholders"
{NAME}
'{NAME}'
{$NAME}
I can't get this to fill with the data from the record tho. Its updating the Meta Description field but just not merging field information. Any suggestions? Screenshot here: https://prnt.sc/qwt0e8
Comment