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Topics#Data ManagementPregunta de Dave Swensen
Dave Swensen ha preguntado en #Data Management
29 sept 2011, 19:36

How can we update the last modified date when comments are added

Hi ,

 

Haven't created a workflow  so not sure how to do this. Can someone help? I can setup a remote session. 

 

 

 

To update the last modified date on the Case from new Case Comments, follow the below steps:

  1. Create a Date/Time field on your case. This field does not need to be on the page layout.
  2. Create a Workflow Rule on the Case Comment that triggers every time a record is created or edited. 
  3. As Workflow Criteria, use a formula that will always be true. You can simply type "True".
  4. Add a field update that will assign a value to the field you created earlier on the Case. The value will need to be assigned through the formula NOW()
  5. Save.

This will ensure that, each time a comment is added or modified, the field you created will be updated and will contain the date/time of the last comment. This will in turn update the Last Modified Date field on the Case.

 

Thanks,

 

Dave Swensen

 

Adapx Help Desk
1 respuesta
  1. Nebojsa (Nash) Zgonjanin (Huron Digital)
    29 sept 2011, 20:45
    Here you go:

     

    Managing Workflow and Approvals

    Available in: Enterprise, Unlimited, Developer, and

    Database.com

    Editions

    Approvals, Tasks, and Email Alerts are not available in Database.com

     

    User Permissions Needed To view workflow rules and approval processes: “View Setup and Configuration” To create or change workflow rules and approval processes: “Customize Application”

    Your sales force operates more efficiently with standardized internal procedures and automated business processes. Set up Salesforce to automatically perform these procedures and processes based on your organization’s needs.

    Begin by designing workflow rules and approval processes, and associating them with workflow actions, such as email alerts, tasks, field updates, or outbound messages.

    Terminology

    Workflow RuleA workflow rule sets workflow actions into motion when its designated conditions are met. You can configure workflow actions to execute immediately when a record meets the conditions in your workflow rule, or set time triggers that execute the workflow actions on a specific day. If a workflow action has not executed yet, you can view and modify it in the

    Workflow Queue. See Managing Workflow Rules to get started using workflow rules. For a list of the maximum number of rules allowed in each organization, see Salesforce Editions and Limits.Approval ProcessAn approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval. See Managing Approval Processes to get started using approval processes.FlowA flow starts out as a process or decision diagram created in the Flow Designer. Once uploaded and run in Salesforce, it becomes an application for navigating users through a series of screens. See Visual Workflow Overview to get started using flows.Workflow and Approval ActionsWorkflow and approval actions consist of email alerts, tasks, field updates, and outbound messages that can be triggered by a workflow rule or approval process.Email AlertEmail alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce users or others. See Managing Email Alerts to get started using email alerts.Field UpdateField updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create. See Managing Field Updates to get started using field updates.TaskAssigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes. See Managing Tasks for Workflow and Approvals to get started using tasks.Outbound MessageAn outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint. See Managing Outbound Messages

    to get started using outbound messages.

    See Also:

     

    Creating Email Alerts for Workflow, Approvals, or MilestonesCreating Tasks for Workflow, Approvals, or MilestonesDefining Field UpdatesDefining Outbound MessagesCreating Workflow RulesExamples of Workflow RulesCustomizing Workflow and Approval SettingsAdministrator tip sheet: Workflow: Automating The ProcessDifferences Between Auto-Response Rules and Workflow AlertsCreating Approval Processes
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