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Taresh Pandey 19 Is this workflow formula correct
Hello Friend,
I have created some workflows for:
1- If contact isNew or contact owner is changed then Datefield__c would be update with Today(), and followUp_date__c would be Today() + 2 days
At the same time it would create some Tasks, which are having followUp_date__c as Task's due date.
for this I'm using below formula as workflow rule. which is working fine.
OR(ISNEW() ,ISCHANGED(OwnerId))
2- Next workflow would be - if Datefield__c is 3 day old then this rule should be trigger. followUp_date__c would be Datefield__c + 3 Days
for second flow I'm using below formula as Rule criteria.
Any help would be appreciated
Best Regards'
Taresh Pandey
I have created some workflows for:
1- If contact isNew or contact owner is changed then Datefield__c would be update with Today(), and followUp_date__c would be Today() + 2 days
At the same time it would create some Tasks, which are having followUp_date__c as Task's due date.
for this I'm using below formula as workflow rule. which is working fine.
OR(ISNEW() ,ISCHANGED(OwnerId))
2- Next workflow would be - if Datefield__c is 3 day old then this rule should be trigger. followUp_date__c would be Datefield__c + 3 Days
for second flow I'm using below formula as Rule criteria.
Datefield + 3 = Today()this rule is not working, so I'm wondering if I update second workflow rule with
DATEVALUE( TEXT(DateField__c+ 3)) = Today()would it work ? or I'm completely making this formula incorrect.
Any help would be appreciated
Best Regards'
Taresh Pandey