The field is titled "Payment Status" and is a formula field related to the Transaction object. Basically the payment status is derived from the outstanding value of the related transaction, and the formula for the field looks like this.
What I need to achieve is a way to stamp the date that the payment status is changed to "Paid."if( NOT( ISPICKVAL( c2g__InvoiceStatus__c, 'Complete' ) ),
'Not Applicable',
if( c2g__Transaction__r.c2g__DocumentOutstandingTotal__c == 0,'Paid',
if( c2g__Transaction__r.c2g__DocumentTotal__c == c2g__Transaction__r.c2g__DocumentOutstandingTotal__c, 'Unpaid',
'Part Paid' ) ) )
What I have attempted to do is to create a workflow that tracks the Payment Status field and when the Payment Status field becomes "Paid" the workflow action is set to update the "Payment Date" field with TODAY().
The issue with this is that since the payment status field is a formula field (and the value within the field is derived automaticlaly from other perameters in the related object) and is not manually updated, the workflow does not detect the field change, thus not updating the Payment Date field.
Is there any way to work around this ? I have been searching high and low and can not come up with an answer.
I appreciate any help!! THANKS !
5 réponses
What if the Document Oustanding Total field is a roll up summary field ? will this still work?
