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Dropdown field not getting updated through form rules

< 1 min read

Issue: Despite enabling the “Allow Auto Update” option, the client faces difficulties in mail merging a field via form rules to update dropdown opportunity fields, which isn’t functioning as expected.

Solution: It’s important to note that the “Allow Auto Update” feature for dropdown fields doesn’t apply when updating the field through form rules. Therefore, the client should explore alternative methods for achieving the desired mail merge outcome in this scenario.


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