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Melissa Tournier
Field update from another date field, but new field to only update once
Please help.
I have one field called "Installation Date" and another field called "Original Installation Date".
Currently the Original Installation Date field is mimicking the Installation date field, however need to now put something in place that makes the Original Installation Date field only update once no matter how many time the Installation Date field gets updated.
1. Pagelayout: make the Original_Installation_Date__c as read-only
2. Validation rule: Once Original_Installation_Date__c is populated, we do not want it to be edited.
AND(PRIORVALUE( Original_Installation_Date__c ) != Original_Installation_Date__c ,
NOT(ISBLANK(PRIORVALUE(Original_Installation_Date__c ) ) ) )
3. workflow rule:
criteria : Original_Installation_Date__c EQUALS null
Installation_Date__c NOT EQUAL TO null
Evaluation Criteria: Evaluate the rule when a record is created, and every time it's edited
Action: field update: update Original_Installation_Date__c with Installation_Date__c
Hope this helps
How are you currently updating the Original Installation Date ? Through a workflow ?
If yes, then you can change the workflow rule criteria like this to ensure that once Original Installation Date is captured only when the Installation Date is entered for the first time
Hope that helps !
Page layout read-only will make it read only for users
Workflow will fire only when Original Installtion Date is empty, once we populate the Original Installation date validation rule will prevent it from being changed.
So no matter how many times Installation Dates change, Original Installation Date will remain the same
I think the best thing I will do now is delete the original appointment field and then start again.
Can you suggest anything before doing this?
Before deleting, If there are any values in the Original Installation Date (text) field, I would import all the information, delete the field or change the field type from text to date field ( data will be lost). Then do a data load to put all the dates back in Date format.
Does it make sense?