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Topics#Data ManagementFrage von ManojKumar Muthu
ManojKumar Muthu (Appviewx) fragte in #Data Management
20. März 2018, 10:01

How to update a Check box automatically??

Hi,

 

I created a Checkbox "QBR Checked" which should get checked if satisfies the below criteria,

 

IF "QBR_Complete_Date_c" (TextBox) = Current Quarter.

 

Can someone help me on this??

 

Thanks in advance  

 

 
6 Antworten
  1. Dnyaneshwar Aghaw (Nyrabyte)
    20. März 2018, 10:05
    Hi ManojKumar ,

     

    Create workflow Rule / Process Builder with Criteria :

     

    TEXT(QBR_Complete_Date_c)= 'Current Quarter'

     

    and Field Update to check QBR_Checked__c to be checked.

     

    Thanks

     

    Dnyaneshwar

     

     
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