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Initially set the field value and then it should be available for change

 
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I have a 'File Date' field. This should be initially set when the Status field gets set to "Testing" the first time and is available to be manually changed after that.

I am trying to do this using workflow. But not able to achieve it.


Attribution to: TestUser

Possible Suggestion/Solution #1

Workflow rule formula:

IF(ISBLANK(File_Date__c ) && TEXT(Status__c) = 'Testing')

Field update:

File_Date__c = TODAY (or whatever date it needs to be)

Then once this is ran the first time, the File_Date__c is filled and it won't be triggered again.


Attribution to: Guy Clairbois

Possible Suggestion/Solution #2

You can set default value to field: enter image description here

And in input just right: TODAY(). You don't need to use workflow for this. On each new record insert if you left the field File_Date__c blank it will insert current date.


Attribution to: Ashwani
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/32867

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