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sftechlearner
Formula field to capture date when Type is changed?
I would like to create a formula field that captures the date in which we can capture the date in which Account type is changed to 'Customer'?
Basically history date.
Is there a work around to do this?
Thank you!!!
Basically history date.
Is there a work around to do this?
Thank you!!!
I'm not sure you want a formula field, I think you want a Workflow Rule with a field update. You'd create a custom date field that want to use to timestamp when the Account type is changed. Then you create a Workflow Rule that triggers a Field Update.
For the Workflow Rule you'll want to select, "Run this rule if the following: FORMULA EQUALS TRUE" and your formula will be something like "ischanged( Account_Type__c )".
Then on the Field Update you'd again use a formula to set the newly created TimeStamp field to Today().
Chris
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