How do I set picklist values via a workflow... - Answers - Salesforce Trailblazer Community
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Robin LindemannRobin Lindemann 

How do I set picklist values via a workflow...

I am trying to create a commissions trend dashboard, so that management can see margin trends for each recruiter month over month.

I originally used bucket fields to group commission amounts into ranges (Under $20, $20-30 and $30+).  Unfortunately, when I chart these, the colors of the chart bars are inconsistent, depending on how many different categories a recruiter has.

So, $20-30 could be blue for one recruiter's chart, but green on another.  Management does not like this inconsistency.

I've learned from support that the only way to lock down a chart color is to use picklist fields. I am struggling with creating a formula that evaluates the $ amount in the margin field (currency) and assigns a picklist value (text).  

support can't help either...any suggestions, since I can't leverage the bucket categories.  

I suppose I could export all my records, manually assign a category and reload, but that seems like a lot of work.
Best Answer chosen by Robin Lindemann
Jeff MayJeff May

Each Field Update has to set a specific Picklist value.  So, you'll need diffferent Workflow Rules for each "bucket" and a matching Field Update.
 

For example, WFR 1 could have criteria where Amount equals 0 - 20.  The Field Update for that WFR would set the picklist field to 'Small'

All Answers

Jeff MayJeff May

Each Field Update has to set a specific Picklist value.  So, you'll need diffferent Workflow Rules for each "bucket" and a matching Field Update.
 

For example, WFR 1 could have criteria where Amount equals 0 - 20.  The Field Update for that WFR would set the picklist field to 'Small'

This was selected as the best answer
Robin LindemannRobin Lindemann
Perfect.  That's exactly what I was looking for.  Much simpler to think of it that way.  Whew....

Thankfully, I don't have too many categories! 

Thanks so much for your prompt and helpful response! 

Jeff MayJeff May
Glad I could help. When you get a chance, please mark a Best Answer to help others who run into the same question.