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How to Change Pick list Status
Hi,
I have two date fields Start_Date__c and Close_Date__c
and one picklist Field Status
My Requairment is
Example :
Start Date : 15/04/2014
Close Date : 18/04/2014
Status : open
If Close Date is 19/04/2014
Status should be change
Status : Close
How to chnge this picklist Status please help me..
Thanks ....
I have two date fields Start_Date__c and Close_Date__c
and one picklist Field Status
My Requairment is
Example :
Start Date : 15/04/2014
Close Date : 18/04/2014
Status : open
If Close Date is 19/04/2014
Status should be change
Status : Close
How to chnge this picklist Status please help me..
Thanks ....
Set Evaluation criteria to : When a record is created, or when a record is edited and did not previously meet the rule criteria
Set the Rule: Closed equals False
Set the Time Trigger to 1 day after Close Date
Create your Field Update to change the Stage. (The Field update must be added to the Time Dependent actions)
AND
(CloseDate =19/04/2014,
OR
(ISPICKVAL( StageName ,"Close"),
All Answers
Set Evaluation criteria to : When a record is created, or when a record is edited and did not previously meet the rule criteria
Set the Rule: Closed equals False
Set the Time Trigger to 1 day after Close Date
Create your Field Update to change the Stage. (The Field update must be added to the Time Dependent actions)
AND
(CloseDate =19/04/2014,
OR
(ISPICKVAL( StageName ,"Close"),
Hi Chandra,
I just tested it myself. All you have to do is create a workflow with evaluation criteria: Created and everytime its edited
Your criteria would be: Closed Date > greater or equal > 2014-04-19,
then you would create a workflow action with field update and change the status in it.
Hope that helped!
Thanks!
thanks to
Subramani_SFDC
and
justin_sfdcjustin_sfdc