On our Account object, we have a date field "New Customer Until" which is populated with a date.
I'm trying to design a flow which will auto update the Type field value from "New Customer" to "Customer" when the "New Customer Until" date is either less than (i.e. in the past) or equal to today.
I have this currently working with a "Record Triggered F,low" - it's trigger set to "A record is created or updated"
And the set entry conditions are:
Formula Evaluates to True
Formula: AND({!$Record.New_Customer_Until__c} <= TODAY())
However, it seems I'm unable to have the above in a scheduled flow as the "Formula Evaluate to True" option isn't there for scheduled flows.
Is there a way around this that anyone knows of? Any help/advice would be much appreciated!
Hi @Liz Parker
Yep, create new formula field on your object :
Type = Checbkox
Formula = New_Customer_Until__c <= TODAY()
and use it in your schedule flow condition :
[formula_fieldname] equals true
