I am having a bit of trouble with the criteria for a workflow rule. Right now we have two date fields- initial approval date and current approval/reassessment date. If the initial approval date is within the last year, I want the workflow rule to fire and update the current approval date to the initial approval date (since they will be the same). We have a formula field based on the current approval date field and I don't want people to have to enter it twice.
I am having trouble with the criteria for the workflow. I tried "initial approval date equals last 365 days" but when I tested the workflow it didn't work.
Any ideas?
Thank you!
4 Antworten
Add Current approval date <> NULL to the criteria, the date change alone will not trigger the workflow.
