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Hybr1d Inserting date/timestamp when editing a field
To those reading, thank you in advance!
We have quite a few people who would really benefit from some way to insert the date/time when editing a Description field. I was wondering if there was some way I could get this in, either by it being filled in automatically once the field is being edited, or when something (a button or key combination perhaps?) is pressed.
Thanks,
-Kenny
Here is what you can do:
1) Create the new date/time field and put it on your page layout
2) Create the workflow rule so it triggers when the Description Field is changed "ISCHANGED(Description)"
3) The workflow action will be an immediate field update
4) The field to update will be the date/time field you created in step 1
5) The formula will be "NOW()"
Let me know how this works for you. Works great for us!!!
Thank you
Rob