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RobKretz
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!
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!
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
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.
How do you clear the values of both of these fields through field update?
Thanks in advance-
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
It is working the way I wanted.