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Susanta Chakraborty Need to Uncheck a Checkbox field based on Date criteria
Hi Team
I would like to know, how a checkbox field automatically uncheck based on some date criteria through workflow time trigger. Basically logic should be..
If date_field_c + 1=today() then field update happen (checkbox_field_c = unchecked)
I already implemented one workflow but it did not work well. I am mentioning my workflow logic below:-
RecordType.Name = "Field Staff" && ((End_Date__c + 1) = today())
Field update:-
New Field ValueFalse
Please let me know how I can resolve the issue.
I would like to know, how a checkbox field automatically uncheck based on some date criteria through workflow time trigger. Basically logic should be..
If date_field_c + 1=today() then field update happen (checkbox_field_c = unchecked)
I already implemented one workflow but it did not work well. I am mentioning my workflow logic below:-
RecordType.Name = "Field Staff" && ((End_Date__c + 1) = today())
Field update:-
New Field ValueFalse
Please let me know how I can resolve the issue.
1. Use RecordType.DeveloperName
2. Workflow criteria: created, and any time it's edited to subsequently meet criteria
3. Select Date as 1 day after the End_Date__c for the workflow to trigger.
4. Field Update : select the checkbox and mark it as FALSE
5. Activate the workflow
Let me know how it goes.
Please mark the answer as "Best answer" if you find it useful so that other user can be benefited by it.
All Answers
Evaluate the rule when a record is:
You might have selected 3 option for rule criteria. So The rule is evaluated when a record is created, and when a record that doesn't meet criteria is edited to meet criteria.
Please check 1) if you have met the rule criteria while editing the record.
2)if you have activated the workflow.
Mark as best answer if this helps.
Still the problem is not resolved. Please let me know if there is any alternate way or let me know the specific formulla that I have to build up in workflow.
Looking forward for your reply.
1. Use RecordType.DeveloperName
2. Workflow criteria: created, and any time it's edited to subsequently meet criteria
3. Select Date as 1 day after the End_Date__c for the workflow to trigger.
4. Field Update : select the checkbox and mark it as FALSE
5. Activate the workflow
Let me know how it goes.
Please mark the answer as "Best answer" if you find it useful so that other user can be benefited by it.
check this once
1). Date_Check__c field with data type Date
2). Date_Check_Box__c with Default Value checked
3). create work flow with
Evaluation Criteria = created, and any time it's edited to subsequently meet criteria
Rule Criteria = formula evaluates true
formula is : Date_Check__c = TODAY() + 1
4). Workflow Actions
Field Update : select false (unchecked) radio button for Date_Check_Box__c