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Update Field On Save Via Workflow

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  • Update Field On Save Via Workflow

    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

  • #2
    Hi,

    You need to use formula here (lower on your screenshot).

    Code:
    metaTagDescription = string\concatenate('Some Text ', brand.name, ' more text');

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