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gregariousgregarious 

How do I build a workflow rule to update a date field when the record owner is changed?

Hello,

 

I was looking at the Help step-by-step topic on this, but it seems that my Field Update formula syntax is not correct.

 

IF(ISCHANGED(OwnerId) ,TODAY(),Date_Time_Accepted__c)

 

I am trying to update a custom field 'Date/Time Accepted' with the current date/time whenever Case Ownership has changed.

 

 

 

Thanks in advance,

Greg

Best Answer chosen by Admin (Salesforce Developers) 
Steve :-/Steve :-/

Are you trying to do this with a Workflow Rule and a Field Update, or are you just trying to create a Formual(Date) field? 

 

For a Workflow Rule your trigger would just be

 

ISCHANGED(OwnerId)

 and your Workflow Action would be Field Update:

Field: Date_Time_Accepted__c

Formula:

 

TODAY()

 

 

 

 

 

 

All Answers

Steve :-/Steve :-/

Are you trying to do this with a Workflow Rule and a Field Update, or are you just trying to create a Formual(Date) field? 

 

For a Workflow Rule your trigger would just be

 

ISCHANGED(OwnerId)

 and your Workflow Action would be Field Update:

Field: Date_Time_Accepted__c

Formula:

 

TODAY()

 

 

 

 

 

 

This was selected as the best answer
gregariousgregarious

Ahh...simple. Thanks Stevemo.