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Cuemaster98
Date dependency
I have 2 fields in my account table:
Site Inspection and Site Inspection Date
The Site Inspection field is a mandatory picklist with Yes or No as options.
The Date field is set up as Read only with date variables allowed.
I would like the following configured:
1> If the user selects No, the record is saved as is (date field is blank).
2> If the user selects Yes, the Date field is automatically updated with Today() and the record is saved.
I just inherited this SF.com stuff from a previous staff member and am trying to ramp myself up...thanks!
Hi there,
You have to create a workflow:
1. Create/Workflows/Workflow Rules/New
Choose Every time a record is created or updated
Criteria would be "Site Inspection" equals Yes
2. Then create an action
New Field Update
Choose Site Inspection date
Formula would be "Today()"
Save.
That should work.