You created a workflow rule to update field XYZ (XYZ represents the name of the field) on leads with the following details:
Timing: On Every Save
Rule Type: Field Update (Copy from field "Company")
However, the field gets only updated when a lead is changed and saved again after creation.
SAP Cloud for Customer
Reproducing the Issue
Pre-requisite: You created a workflow rule to copy the value of field "Company" on leads to another field XYZ on leads.
- Go to the Sales work center.
- Go to the Leads view.
- Go to New.
- Fill in the required data.
Result: Field XYZ has not been updated with the value of the field "Company".
Field "Company", that is copied to field XYZ, persists in node ADDRESS_SNAPSHOT which has a cross business object association to the parent business object lead.
The workflow rule executes in phase ON_FINALIZE and cross BO association ADDRESS_SNAPSHOT creation happens in FINALIZE_PHASE (after save).
When any lead instance is being created, the workflow rule is executed, while value for the field "Company" is still empty.
Therefore, the field XYZ gets updated with a blank value.
You have to define the workflow rule as scheduled and to execute 5 minutes after creation date time. After save of the lead instance creation, the field "Company" is filled with a value and the workflow rule execution results in populating the field XYZ with the same value.
workflow rule field copy, field copy, extension field workflow rule, lead workflow rule, field update workflow rule, lead field update , KBA , LOD-CRM-WKF , Workflow , Problem