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:
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
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