Skip to main content
Topics#Data ManagementPregunta de Diana Barnes
Diana Barnes (Laird) ha preguntado en #Data Management
28 feb 2017, 17:16

Workflow to update existing field only once

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 set to run anytime the record is created or edited witih the following formula, 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!

 

FORMULA:

 

OR(

 

AND (ISNEW(),ISPICKVAL(Call_Status__c, "Complete")),

 

AND(ISPICKVAL(Call_Status__c,"Complete"),ISPICKVAL(PRIORVALUE(Call_Status__c),"Planned")),

 

AND(ISPICKVAL(Call_Status__c,"Complete"),ISPICKVAL(PRIORVALUE(Call_Status__c),"Cancelled"))

 

)

 

 
2 respuestas
  1. Patrick Sullivan (CloudAnswers)
    28 feb 2017, 18:57
    Since its possible that a person updates this record to that field many times, you need some way to track the history. In this case, since the field is storing dates the whole time, you need to flag the first time that your Status achieves Complete. You could use a separate date field for "First Time Complete", a check box for "Has reached complete", or a number for "Times Completed". Then have the logic check your new box to see if it is the first time. 
Escribir una respuesta...
0/9000