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gilbert8109gilbert8109 

Help on Creating a Workflow Rule

Hi,

 

I need to create a workflow rule on a custom object that changes records marked as active in that object to inactive, when the record was last modified 7 days ago or earlier.

 

 

This needs to be done as a formula I think, but I don't know how to create the formula.

 

Details:

 

So, the field that should change, when this rule is finally created, is a custom field in the custom object called "Active" and it is a checkbox (true indicates the record is active, false indicates the record is inactive).  I need this workflow rule to change all records currently marked true for "Active" to false, IF the record was modified 7 adys ago or earlier.

 

In words I think the formula looks like this:

 

IF record is true for "Active" field, and LastModifiedDate is less than or equal to (Today - 7 days), THEN change record to false for "Active" field.

 

Can someone help me with the syntax and actual coding of the formula I need?

 

Thanks a lot.

destinationcrmdestinationcrm

the workflow rule may be

 

DATEVALUE(LastModifiedDate ) < ( TODAY() -7)

 

-OR -

 

LastModifiedDate <  (NOW() -7)

 

 

and then the field update can be applied!!

 

 

hope that helps

 

~S

Message Edited by destinationcrm on 09-17-2009 03:56 AM