You need to sign in to do that
Don't have an account?
Chrissy Thompson 7
Update a record if Today = Date Field
How can I update a Contact Record Field, IF Today's Date "DD/MM" value = Account Date Field Day and Month? I need this to happen without having to edit a record.
Account: Has a Renewal_Date__c of January 1 (year does not matter - should I do a Date field or text for this?)
Contact: Update a Amount_Field__c to $0, IF today is January 1 (again year does not matter)
Thanks!
Account: Has a Renewal_Date__c of January 1 (year does not matter - should I do a Date field or text for this?)
Contact: Update a Amount_Field__c to $0, IF today is January 1 (again year does not matter)
Thanks!
here is my inputs. You can use Time Dependent Workflow on Contact.
Create a formula field on Contact, which is exact value of the Account Date Field.
Create a time dependent workflow on the Contact and give the condition saying " 0 Days After "New Formula Field" "
LinkedIn: https://in.linkedin.com/in/rajesh-adiga-p-b3611ba7
PLease create Formula field on Contact as suggested by Adiga. Your workflow shoul look like below:
Please let me know if you have any question and Mark as best answer if helped for others help.
Regards,
Ramakant