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RobKretzRobKretz 

Date field logic

Hello! 

I have two date fields 
1. "Due Date at Customer" 
2. "Quote Completion Date" 

Both of these Date fields are Stage dependent and required at the "Quoting", " Proposal", and Follow-Up" stages. 

What I am trying to accomplish is: 

If the Stage, is moved to "Requoting". Is there a way to clear the date fields completely and still allow the user to save? 

Thanks in advance! 
Best Answer chosen by RobKretz
Sonam_SFDCSonam_SFDC

Your requirement is to make the two fields as NULL whenever the Stage is "Requoting"..right?

so put the
Evaluation Criteria as "created, and every time it’s edited"

Rule Criteria as
Stage equals Requoting 

and field update as "Opportunity: Due Date at Customer"
under Specify New Field Value choose A blank value (null)

Save and activate the workflow and check
 

All Answers

Sonam_SFDCSonam_SFDC
you can create a workflow on this object and keep the condition as "when stage is moved to  requoting" - through field update you can clear the values of both these fields - the only thing here is - it will be triggered once the data is committed(saved) to db.
RobKretzRobKretz
Thanks for your reply. So, steps would be. 
1. Create- Workflow & Approvals 
2. Field Updates 

FIeld to-update "Opportunity: Due Date at Customer" 
Field data type "Date" 

I have the Operation as Null 

What would the Rule look like in the formula? 

AND(
OR(
ISPICKVAL(StageName, "Requoting")),

? What else? 

Is this the right approach? 

Thank you in advance. 

RobKretzRobKretz
Hello- 

How do you clear the values of both of these fields through field update? 

Thanks in advance- 
Sonam_SFDCSonam_SFDC

Your requirement is to make the two fields as NULL whenever the Stage is "Requoting"..right?

so put the
Evaluation Criteria as "created, and every time it’s edited"

Rule Criteria as
Stage equals Requoting 

and field update as "Opportunity: Due Date at Customer"
under Specify New Field Value choose A blank value (null)

Save and activate the workflow and check
 

This was selected as the best answer
RobKretzRobKretz
Thank you! 
It is working the way I wanted.