Set Field Display Type Fails on Name Field in Custom Record Using Workflow

Scenario

The workflow actions, Set field value and Set field display type, is executed based on workflow logs but not showing up the changes on the Custom Record.

This occurs, when the Include name field is enabled for the Custom Record. The Name field's internal ID is {altname} instead of {name}. 

However, the workflow is unable to distinguish the difference between the standard Name field (id = {name}) and the Custom Record Name field (id = {altname}) .

The alternate solution is to create a custom Name field on the Custom Record and use it on the workflow

Solution

1. Update Custom Record
1. Navigate to Customization > Lists, Records, & Fields > Record Types
2. Click on the Custom Record involved
3. Click Fields tab
4. Click New Field
1. Name: Enter Name 1
2. Click Save
5. Include Name Field: Remove Checkmark
6. Click Save

1. Update Workflow for Custom Record
1. Navigate to Customization > Workflow > Workflows
2. Workflow for Custom Record: Click Edit
3. Click State 1
4. Bottom right corner: Click New Action
5. Click Set Field Display Type
6. Basic Information:
• Trigger On: Select Before Record Load
7. Condition: Click Launcher icon
8. Field:
• Select Name 1
• Compare Type: Select Not Empty
9. Parameters:
• Field: Select Name 1
• Display Type: Select Inline
10. Click Save