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I need to populate a date and time field on a contact, whenever a checkbox on the contact record is ticked or changed from ticked to unticked.  This includes upon creation.

 

Requirements:

 

If contact is new but box is not ticked - no date

 

If contact is new and box is ticked - date

 

If contact is changed from no tick to tick - date

 

If contact is changed from tick to no tick - date

 

I can get it to work for update, but am struggling with the on creation bit, as it either populates whether the box is ticked or not, or doesn't populate.

 

This is what I have tried:

 

ISCHANGED([Contact].Main_Education_LCP_Contact__c )

 

 Doesn't work on create, only if record is saved then tickbox amended

 

OR(

 

AND(

 

ISCHANGED([Contact].Main_Education_LCP_Contact__c ),

 

ISNEW( )

 

))

 

Doesn't update date at all…

 

 

 

OR(

 

AND(

 

ISCHANGED([Contact].Main_Education_LCP_Contact__c ),

 

ISNEW( )

 

),

 

ISCHANGED([Contact].Main_Education_LCP_Contact__c )

 

)

 

Works on update, not on creation

 

 

 

AND(

 

OR(

 

ISNEW( ),

 

ISCHANGED([Contact].Main_Education_LCP_Contact__c )

 

))

 

Updates even if box isn't ticked

 

Any ideas from you knowledgeable lot?
8 respuestas
  1. 14 jun 2019, 10:05
    Thank for your reply.  I did try 

     

    OR(

     

      ISCHANGED([Contact].Main_Education_LCP_Contact__c),

     

      AND(

     

          [Contact].Main_Education_LCP_Contact__c,

     

          ISNEW( )

     

      )

     

    )

     

    If I create a contact record without the checkbox ticked, this formula still updates the date field.  

     

     
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