This should be simple, but I am stuck. Our team is all remote and facing significant COVID related challeneges, and even the simple is a challenge,

I have a workflow that works

(AcctSeed__Date__c <  FDPM__c)&& AcctSeed__Balance__c = 0

What I need to accomplish is that this only executes when a third field, a Picklist Called Commision Status (Commission_Status__c) has the value of "PKA Paid In Full"

I have tried several approaches, but it never gets what I want/
Any help would be fantastic.

I am working with compex commision formulas.

I have 95 percent worked out, but have a final challenge

I think I need a custom field,  a checkbox, which answers a simple question

Is the "Billing Date" field value OLDER than the first of last month.

Will start as no, and will change to yes, Would be easy if all months had equal days but they do not :(

I am open to other suggestions but any of them will need some formula to anser this question

Thanks in advance!!

This should be simple, but I am stuck. Our team is all remote and facing significant COVID related challeneges, and even the simple is a challenge,

I have a workflow that works

(AcctSeed__Date__c <  FDPM__c)&& AcctSeed__Balance__c = 0

What I need to accomplish is that this only executes when a third field, a Picklist Called Commision Status (Commission_Status__c) has the value of "PKA Paid In Full"

I have tried several approaches, but it never gets what I want/
Any help would be fantastic.

I am working with compex commision formulas.

I have 95 percent worked out, but have a final challenge

I think I need a custom field,  a checkbox, which answers a simple question

Is the "Billing Date" field value OLDER than the first of last month.

Will start as no, and will change to yes, Would be easy if all months had equal days but they do not :(

I am open to other suggestions but any of them will need some formula to anser this question

Thanks in advance!!