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Nicole Ponce Workflow Rule - default date to first of month
Hi,
I'm wanting to implement a workflow rule that will auto-update a date field to the 1st of the month.
E.g. if a user enters 24/07/2017 in field A of date type, this would auto-update to 01/07/2017; if user enters 04/02/2016 this would auto-update to 01/02/2016 etc.
Appreciate any guidance on how I might achieve this, thank you.
I'm wanting to implement a workflow rule that will auto-update a date field to the 1st of the month.
E.g. if a user enters 24/07/2017 in field A of date type, this would auto-update to 01/07/2017; if user enters 04/02/2016 this would auto-update to 01/02/2016 etc.
Appreciate any guidance on how I might achieve this, thank you.
Please create workflow rule like below. I am using Opportunity Object and its Close Date field.
Please mark as best answer if helped.
Regards,
Ramakant
All Answers
You can create a Process Builder/ Workflow rule as per your convenience/ requirement.
I would suggest creating a Process Builder as it can accomodate multiple processes within 1 Process Builder.
1. Create a Process Builder on the Object you want to update the field to.
2. Select When a record is Created and Edited
3. Select the Entry Criteria to check the Date of Field A, if it is Not Equal to 1. In the Advanced Section, please check the Checkbox to update/ execute the process only when that specific field value is changed.
4. In the Immediate Action, select the Record --> Field you want to Update and use the Formula as shown in the below Snap.
Below are the Snaps for the above mentioned process:
Please let me know if you need more assistance. Please mark this as the solution if it solved your purpose to help community grow.
Thanks & Regards,
Jainam Contractor,
Salesforce Consultant,
Varasi LLC
www.varasi.com
Please create workflow rule like below. I am using Opportunity Object and its Close Date field.
Please mark as best answer if helped.
Regards,
Ramakant