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This seems like it would be simple, but I can't seem to figure it out.  We have two fields (1) Status and (2) Actual Date Completed.  Currently 'Actual Date Completed' is a required field, so it will always have a value in it to begin with.  We would like to update the 'Actual Date Completed' field when the Status field is set to 'Complete', but only the first time this happens (ie if the user changes the 'Status' to Complete yesterday and then changes the status back to 'Planned' and then 'Complete' again today, the 'Actual Date Completed' field should still show yesterday's date, not today's.

 

Currently I have the following workflow, but it doesn't work the way I expect it to because if the user changes the value from Complete --> Planned --> Complete it would update the 'Actual Date Complete' twice.  Any help would be appreciated!

 

Workflow to update existing field only once
6 respuestas
  1. 28 feb 2017, 17:29
    Diana, you can do it like this:

     

    1. Create a hidden checkbox on the object (Fire_once__c)

     

    2. Change the workflow rule criteria to include the following:

    Fire_once__c = FALSE

    So the criteria will look like this:

    AND(

    Fire_Once__c = FALSE,

    OR(

    ...

    ....

    ....

    )

    )

     

    The bolded part stays the same which is your existing criteria.

     

    3. Add another field update to your rule to update this checkbox field to TRUE.

     

    This way your workflow rule only fire once and never again.
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