How to capture time/date an action was used

Question

I'm trying to capture the Time/Date an action was first used on a record. The action will be used multiple times during the record lifecycle however I need to capture date/time it was first used for reporting purposes. To my knowledge creating a time/date field and having that set as a predefined field when the action is used is one way but using the formula TODAY () or NOW() would update the field everytime it's used is there another way around this?

Amnon Kruvi · Accepted Answer

Hi Oliver,   You would want to use process builder to capture TODAY() or NOW() when the action is used. And you're right, by itself it would mean the field would be updated every time the action is used. However, if you set a criteria in the process to only set the value of the field if the field is currently empty (is null = true), you will only set the value of the field the first time - thereby keeping the first time the action was used.

Sunil Sarilla · Answer

If it is updating the record, then I would do the below,   As part of your quick actions, update the Date or Date/time field but we will use process builder to revert the field back to its previous value if the previous value is not blank.

How to capture time/date an action was used

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