How to track Field History on Formula Fields?
|Knowledge Article Number||000240351|
|Description||Field History Tracking cannot be set on Formula fields as per Standard functionality. However, you can workaround this by creating a custom field, tracking that one instead, and make sure you're updating it with a workflow rule to retain the same values than the Formula field.|
|Resolution||Please follow the below steps:
1. Create a Custom field with the Formula field's Data type. If you need help you can see how to Create Custom Fields.
2. Create a Workflow Rule to populate the Custom field with the value of the Formula field:
a) Click Setup | Create | Workflow & Approvals | Workflow Rules | New Rule and select the Object
b) Evaluation Criteria: Created, and every time it's edited.
c) Select Rule Criteria per the Business Requirement (Example: Formula Evaluates:TRUE)
3. Workflow Action: Field Update:
a) Field to Update: Select New Custom Field.
b) Specify New Field Value: Use a formula to set the new value.
Insert: Required Formula field ( which you would like to set as Field History Tracking )
c) Click Save.
4. From the Management Settings for the object on which you track the field, click Set History Tracking and check the Custom Field to track.