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gregariousgregarious 

Initial Email Creation sets Date field to "Now"

Step 1 - I am trying to create a workflow where the first email sent by Case Owner sets Date field to Now.

 

Step 2 - The challenge is that, if Case Ownership changes, then I want the first email sent by New Case Owner to trigger an update to Date field to New Now.

 

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I can execute Step 1 -- set Date field to Now on Email create if Date field is 'blank'.

 

So I think I should be able to re-run Step 1 (for Step 2), but in between Step 1 and Step 2 I need to reset Date field back to 'blank' when Case Ownership is changed. I think.

 

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Greg

tantotanto

Hi Gregg,

 

How are you evaluating the workflow rule? Is it by a formula or selecting if certain criteria are met. If it is a formula can you post your formula here?

 

/Tim
gregariousgregarious

Hi Tim,

 

Your reply triggered a thought, and I ended up answering my own question. Thanks.

 

 

Greg
tantotanto

Hi Greg,

 

Glad I could lend a hand.