• Nitin Kapoor 15
  • 0 Points
  • Member since 2018

  • Chatter
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
  • 0
I am trying to figure out whether we can set a date field to todays date if its NULL. When the user moves the status to ‘complete’ I’d like to give them the option to enter an XYZ date, and if they don’t then this field should be filled with today’s date.  I have created a workflow rule that does most, but not all of this.
The workflow rule successfully pushes todays date if the field is null, however if the user pressed ‘edit’ and changes the Status as "Complete" along with adding an XYZ date all in the same ‘edit’ action, the date they enter is overwritten with “today”.  I need to accept the entered value and not overwrite it.  Is this possible using workflow or process builder. I know I can do it using the trigger but I want to avoid writing a trigger?