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kmurphy.ax1526kmurphy.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.

phiberoptikphiberoptik

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):

 

AND(
    ISPICKVAL(Account_Status__c, "Former Customer"),
    ISPICKVAL(PRIORVALUE(Account_Status__c), "Customer")
)

 

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.