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kmurphy.ax1526
Dependent date fields
I was looking for some help with how to create a date field that is dependent on another fields status.
For example I need to track the exact date when someone changes the status of an account from "customer" to "former customer". This way I can run a report that will let me know exactly the date when the accounts status changed.
I would need the date field to be dependent on our account status field.
Do you have EE, UE, or DE? You need to create a workflow rule for this.
1. Create a custom date field on the Account object. Make it Read Only.
2. Create a workflow rule on the Account object.
Evaluation Criteria: created, and every time it’s edited
Run Criteria (formula evaluates as true):
3. Create a workflow action (Field Update):
Field to Update: Custom date field you created in Step 1.
Formula to populate field: TODAY()
This will populate the current date in the date field when the Account Status changes from Customer to Former Customer.