is it possible to set a workflow field while in csv context? I'm trying to set up a basic custom record where the name gets set based on the concatenated value of two fields on the record. i also perform a little bit of cleaning on the data so there are not erroneous leading or trailing spaces. i'm running into an issue where my workflow works great in the UI but doesn't run properly in the csv context. Simply put, the "name field" of the custom record entry is set to A + B, where A and B are separate fields on the form. As the record is saved (before record submit, tried after as well, but still no luck), a workflow field gets set to

TRIM(B)

. When importing data specifically to field B (just a string) the value of the workflow field is getting set to null, when in fact it should be equal to the string i'm importing. I don't get it. If I update the field in the UI, it behaves properly and the whole workflow runs just fine. Am I missing something about setting workflow custom fields via the csv context? I'm using all server side triggers as to prevent a server vs client side issue. If that's not enough information, let me know. Thanks in advance!

maybe in after recordsubmit?

thanks, i'll try after submit again, the baffling thing is that the workflow field doesn't take the value and since that gets set to null, it wipes out my name value. the logic is working for concatenation just fine, it's the fact that i can't get the workflow field to hold a value on csv import

Did you check the Run Server Scripts and Workflows preference under Advanced Options during CSV import?

yes. i did check that box on the import. unfortunately, it's not that simple, although i wish it was. 🙂