how can i use a workflow to set a field value as t...
# ask-stanley-ai
a
how can i use a workflow to set a field value as the system notes created by field for when a journal entry is approved?
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AI generated answer (using internal Slack threads):
To set a field value as the system notes created by field for when a journal entry is approved using a workflow, you can follow these steps: 1. Create a new workflow with the record type set to Journal Entry. 2. Set the trigger type to 'Before Record Submit' and the event definition to 'On Create'. 3. Add a new action to the workflow. The action type should be 'Set Field Value'. 4. In the action definition, set the field to be the 'Approval Status' field (or whatever field you want to set) and the value to 'Approved'. 5. Save and activate the workflow. This workflow will automatically set the approval status to 'Approved' whenever a new journal entry is created. Here is a pseudo-code representation of the workflow:
Copy code
Workflow: Journal Entry Approval
Record Type: Journal Entry
Trigger Type: Before Record Submit
Event Definition: On Create

Action: Set Field Value
Field: Approval Status
Value: Approved
Please note that this is a simplified example and you may need to adjust it to fit your specific needs. For example, you might want to add conditions to the workflow to only set the approval status for certain journal entries, or you might want to set other fields as well. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837204516
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835413039
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826701641
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