I have Date/Time Field that I need to update the first time an Opportunity stage changes and only the first time. Any idea how to accomplish this? Thanks,
I would suggest to create an another formula field(where we track how may times the status is changed) which will increase the count if the status is changed and based on the above field update the Date/Time field.
If this solution helps, Please mark it as best answer.
We have multiple ways to achieve this functionality. -By using Trigger. -Workflow rule -Process builder But the best way of doing it is a workflow rule as we always prefer Declarative solution.
In your Workflow Rule, set the criteria so the Field Update only happens if the field is blank. When we populate some data in field one time it will not be empty again and criteria will not be met whenever the opportunity stage changes.
I would suggest to create an another formula field(where we track how may times the status is changed) which will increase the count if the status is changed and based on the above field update the Date/Time field.
If this solution helps, Please mark it as best answer.
Thanks,
We have multiple ways to achieve this functionality.
-By using Trigger.
-Workflow rule
-Process builder
But the best way of doing it is a workflow rule as we always prefer Declarative solution.
In your Workflow Rule, set the criteria so the Field Update only happens if the field is blank. When we populate some data in field one time it will not be empty again and criteria will not be met whenever the opportunity stage changes.
Reference:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A82zZSAR